IFWM
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Institute for Wealth Management’s IQVIA IQV Stock Holding History

Institute for 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
Q2 		$387 Buy
+2
New +$349 ﹤0.01% 1709

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Institute for Wealth Management's IQV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in IQVIA (IQV) in Q2 2026: 2 shares worth $387. The stake represents ﹤0.01% of the portfolio and ranks #1709 among its holdings.

601 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Institute for Wealth Management held 2 shares of IQVIA worth $387 as of Q2 2026.
  • IQVIA was a new Institute for Wealth Management position in Q2 2026.
  • IQVIA made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1709 holding.
  • 601 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.