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Independence Wealth Advisors (Ohio)’s IQVIA IQV Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$584K Sell
3,025
-437
-13% -$76.2K 0.29% 45
2026
Q1 		$590K Sell
3,462
-271
-7% -$52.9K 0.31% 44
2025
Q4 		$841K Buy
+3,733
New +$812K 0.47% 36

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

Independence Wealth Advisors (Ohio)'s IQV Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its IQVIA (IQV) stake by 13% in Q2 2026, selling an estimated $76.2K and leaving 3,025 shares worth $584K. The position accounts for 0.29% of the portfolio, ranked #45.

Independence Wealth Advisors (Ohio) first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $841K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 3,025 shares of IQVIA worth $584K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) sold 437 IQVIA shares in Q2 2026, an estimated $76.2K.
  • IQVIA made up 0.29% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #45 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • Independence Wealth Advisors (Ohio)'s IQVIA position peaked at $841K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.