IMG Wealth Management’s IQVIA IQV Stock Holding History

IMG Wealth Management’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 Q1	–	Sell	-45	Closed	-$10.1K	–	563
2025 Q4	$10.1K	Buy	45 +29	+181%	+$6.31K	0.01%	315
2025 Q3	$3.04K	Hold	16	–	–	﹤0.01%	406
2025 Q2	$2.52K	Buy	+16	New	+$2.41K	﹤0.01%	425

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IMG Wealth Management's IQV Position: Q1 2026 in Review

IMG Wealth Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 45 shares — an estimated $10.1K sold.

IMG Wealth Management first reported a position in IQV in Q2 2025 and held it in 3 quarters. The position peaked at $10.1K in Q4 2025. 1,072 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

IMG Wealth Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
IMG Wealth Management sold 45 IQVIA shares in Q1 2026, an estimated $10.1K.
IMG Wealth Management first reported a position in IQVIA in Q2 2025 and held it in 3 quarters.
IMG Wealth Management's IQVIA position peaked at $10.1K in Q4 2025.
1,072 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.