IAA
Independent Advisor Alliance’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
1,664
-137
| -8% | -$21.6K | 0.01% | 757 |
|
|
2025
Q1 | $318K | Buy |
1,801
+72
| +4% | +$12.7K | 0.01% | 646 |
|
|
2024
Q4 | $340K | Buy |
1,729
+574
| +50% | +$113K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $274K | Sell |
1,155
-104
| -8% | -$24.6K | 0.01% | 589 |
|
|
2024
Q2 | $266K | Sell |
1,259
-156
| -11% | -$33K | 0.01% | 603 |
|
|
2024
Q1 | $358K | Sell |
1,415
-8
| -0.6% | -$2.02K | 0.01% | 530 |
|
|
2023
Q4 | $329K | Sell |
1,423
-55
| -4% | -$12.7K | 0.01% | 529 |
|
|
2023
Q3 | $291K | Buy |
1,478
+3
| +0.2% | +$590 | 0.01% | 524 |
|
|
2023
Q2 | $332K | Buy |
1,475
+155
| +12% | +$34.8K | 0.01% | 510 |
|
|
2023
Q1 | $263K | Buy |
+1,320
| New | +$263K | 0.01% | 545 |
|
|
2022
Q4 | – | Sell |
-1,175
| Closed | -$213K | – | 519 |
|
|
2022
Q3 | $213K | Sell |
1,175
-93
| -7% | -$16.9K | 0.01% | 567 |
|
|
2022
Q2 | $275K | Buy |
1,268
+14
| +1% | +$3.04K | 0.02% | 504 |
|
|
2022
Q1 | $290K | Sell |
1,254
-15
| -1% | -$3.47K | 0.01% | 512 |
|
|
2021
Q4 | $358K | Buy |
1,269
+169
| +15% | +$47.7K | 0.02% | 476 |
|
|
2021
Q3 | $263K | Buy |
1,100
+52
| +5% | +$12.4K | 0.01% | 521 |
|
|
2021
Q2 | $254K | Sell |
1,048
-21
| -2% | -$5.09K | 0.01% | 539 |
|
|
2021
Q1 | $206K | Buy |
+1,069
| New | +$206K | 0.01% | 554 |
|
|
2020
Q2 | – | Sell |
-2,774
| Closed | -$299K | – | 503 |
|
|
2020
Q1 | $299K | Buy |
2,774
+1,400
| +102% | +$151K | 0.04% | 281 |
|
|
2019
Q4 | $212K | Buy |
+1,374
| New | +$212K | 0.01% | 805 |
|
|
2019
Q3 | – | Sell |
-11,169
| Closed | -$1.8M | – | 462 |
|
|
2019
Q2 | $1.8M | Sell |
11,169
-308
| -3% | -$49.6K | 0.26% | 83 |
|
|
2019
Q1 | $1.65M | Buy |
11,477
+265
| +2% | +$38.1K | 0.23% | 98 |
|
|
2018
Q4 | $1.3M | Sell |
11,212
-28
| -0.2% | -$3.25K | 0.23% | 98 |
|
|
2018
Q3 | $1.46M | Buy |
11,240
+525
| +5% | +$68K | 0.26% | 83 |
|
|
2018
Q2 | $1.07M | Buy |
10,715
+162
| +2% | +$16.1K | 0.22% | 104 |
|
|
2018
Q1 | $1.01M | Sell |
10,553
-108
| -1% | -$10.3K | 0.23% | 106 |
|
|
2017
Q4 | $1.05M | Sell |
10,661
-244
| -2% | -$24.1K | 0.23% | 104 |
|
|
2017
Q3 | $1.05M | Buy |
10,905
+228
| +2% | +$21.8K | 0.29% | 91 |
|
|
2017
Q2 | $942K | Buy |
10,677
+4
| +0% | +$353 | 0.3% | 93 |
|
|
2017
Q1 | $835K | Buy |
+10,673
| New | +$835K | 0.13% | 182 |
|