Independent Advisor Alliance’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $347K | Sell |
2,032
-252
| -11% | -$49.2K | ﹤0.01% | 1266 |
|
|
2025
Q4 | $515K | Buy |
2,284
+410
| +22% | +$89.2K | 0.01% | 640 |
|
|
2025
Q3 | $356K | Buy |
1,874
+210
| +13% | +$38.2K | 0.01% | 719 |
|
|
2025
Q2 | $262K | Sell |
1,664
-137
| -8% | -$20.6K | 0.01% | 757 |
|
|
2025
Q1 | $318K | Buy |
1,801
+72
| +4% | +$14K | 0.01% | 646 |
|
|
2024
Q4 | $340K | Buy |
1,729
+574
| +50% | +$121K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $274K | Sell |
1,155
-104
| -8% | -$24.5K | 0.01% | 589 |
|
|
2024
Q2 | $266K | Sell |
1,259
-156
| -11% | -$35.4K | 0.01% | 603 |
|
|
2024
Q1 | $358K | Sell |
1,415
-8
| -0.6% | -$1.87K | 0.01% | 530 |
|
|
2023
Q4 | $329K | Sell |
1,423
-55
| -4% | -$11.3K | 0.01% | 529 |
|
|
2023
Q3 | $291K | Buy |
1,478
+3
| +0.2% | +$651 | 0.01% | 524 |
|
|
2023
Q2 | $332K | Buy |
1,475
+155
| +12% | +$31.1K | 0.01% | 510 |
|
|
2023
Q1 | $263K | Buy |
+1,320
| New | +$282K | 0.01% | 545 |
|
|
2022
Q4 | – | Sell |
-1,175
| Closed | -$213K | – | 519 |
|
|
2022
Q3 | $213K | Sell |
1,175
-93
| -7% | -$20.4K | 0.01% | 567 |
|
|
2022
Q2 | $275K | Buy |
1,268
+14
| +1% | +$3.04K | 0.02% | 504 |
|
|
2022
Q1 | $290K | Sell |
1,254
-15
| -1% | -$3.55K | 0.01% | 512 |
|
|
2021
Q4 | $358K | Buy |
1,269
+169
| +15% | +$43.9K | 0.02% | 477 |
|
|
2021
Q3 | $263K | Buy |
1,100
+52
| +5% | +$13.1K | 0.01% | 521 |
|
|
2021
Q2 | $254K | Sell |
1,048
-21
| -2% | -$4.85K | 0.01% | 539 |
|
|
2021
Q1 | $206K | Buy |
+1,069
| New | +$201K | 0.01% | 554 |
|
|
2020
Q2 | – | Sell |
-2,774
| Closed | -$299K | – | 515 |
|
|
2020
Q1 | $299K | Buy |
2,774
+1,400
| +102% | +$200K | 0.04% | 281 |
|
|
2019
Q4 | $212K | Buy |
+1,374
| New | +$201K | 0.01% | 805 |
|
|
2019
Q3 | – | Sell |
-11,169
| Closed | -$1.8M | – | 470 |
|
|
2019
Q2 | $1.8M | Sell |
11,169
-308
| -3% | -$43.2K | 0.26% | 83 |
|
|
2019
Q1 | $1.65M | Buy |
11,477
+265
| +2% | +$35.3K | 0.23% | 98 |
|
|
2018
Q4 | $1.3M | Sell |
11,212
-28
| -0.2% | -$3.39K | 0.23% | 98 |
|
|
2018
Q3 | $1.46M | Buy |
11,240
+525
| +5% | +$63K | 0.26% | 89 |
|
|
2018
Q2 | $1.07M | Buy |
10,715
+162
| +2% | +$16.2K | 0.22% | 108 |
|
|
2018
Q1 | $1.01M | Sell |
10,553
-108
| -1% | -$10.9K | 0.23% | 109 |
|
|
2017
Q4 | $1.05M | Sell |
10,661
-244
| -2% | -$24.8K | 0.23% | 105 |
|
|
2017
Q3 | $1.04M | Buy |
10,905
+228
| +2% | +$21.1K | 0.29% | 91 |
|
|
2017
Q2 | $942K | Buy |
10,677
+4
| +0% | +$338 | 0.3% | 93 |
|
|
2017
Q1 | $835K | Buy |
+10,673
| New | +$833K | 0.13% | 182 |
|
Other funds holding IQV
VCM
VPM
Independent Advisor Alliance's IQV Position: Q1 2026 in Review
Independent Advisor Alliance reduced its IQVIA (IQV) stake by 11% in Q1 2026, selling an estimated $49.2K and leaving 2,032 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.
Independent Advisor Alliance first reported a position in IQV in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.8M in Q2 2019. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Independent Advisor Alliance held 2,032 shares of IQVIA worth $347K as of Q1 2026.
- Independent Advisor Alliance sold 252 IQVIA shares in Q1 2026, an estimated $49.2K.
- IQVIA made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1266 holding.
- Independent Advisor Alliance first reported a position in IQVIA in Q1 2017 and has held it in 32 quarters since.
- Independent Advisor Alliance's IQVIA position peaked at $1.8M in Q2 2019.
- 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.