HWA
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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
Q3 		$489K Hold
1,818
– – 0.04% 138
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Heartwood Wealth Advisors's IQV Position: Q3 2026 in Review

Heartwood Wealth Advisors held its IQVIA (IQV) position steady in Q3 2026 at 1,818 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #138.

Heartwood Wealth Advisors first reported a position in IQV in Q2 2024 and has held it in 10 quarters since. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Heartwood Wealth Advisors held 1,818 shares of IQVIA worth $489K as of Q3 2026.
  • Heartwood Wealth Advisors left its IQVIA share count unchanged in Q3 2026.
  • IQVIA made up 0.04% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #138 holding.
  • Heartwood Wealth Advisors first reported a position in IQVIA in Q2 2024 and has held it in 10 quarters since.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.