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Heartwood Wealth Advisors’s IQVIA IQV Stock Holding History

Heartwood Wealth Advisors’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Sell
1,818
-19
-1% -$3.31K 0.03% 172
2026
Q1 		$313K Sell
1,837
-5
-0.3% -$975 0.03% 170
2025
Q4 		$415K Sell
1,842
-2
-0.1% -$435 0.04% 128
2025
Q3 		$350K Sell
1,844
-2
-0.1% -$364 0.03% 146
2025
Q2 		$291K Sell
1,846
-31
-2% -$4.67K 0.03% 151
2025
Q1 		$331K Hold
1,877
– – 0.04% 126
2024
Q4 		$369K Hold
1,877
– – 0.04% 111
2024
Q3 		$445K Sell
1,877
-120
-6% -$28.3K 0.05% 103
2024
Q2 		$422K Buy
+1,997
New +$454K 0.05% 104

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heartwood Wealth Advisors's IQV Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its IQVIA (IQV) stake by 1% in Q2 2026, selling an estimated $3.31K and leaving 1,818 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #172.

Heartwood Wealth Advisors first reported a position in IQV in Q2 2024 and has held it in 9 quarters since. The position peaked at $445K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Heartwood Wealth Advisors held 1,818 shares of IQVIA worth $351K as of Q2 2026.
  • Heartwood Wealth Advisors sold 19 IQVIA shares in Q2 2026, an estimated $3.31K.
  • IQVIA made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Heartwood Wealth Advisors first reported a position in IQVIA in Q2 2024 and has held it in 9 quarters since.
  • Heartwood Wealth Advisors's IQVIA position peaked at $445K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.