Intentional Wealth Strategies’s IQVIA IQV Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-466	Closed	-$79.5K	–	486
2026 Q1	$79.5K	Buy	+466	New	+$90.9K	0.07%	120

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Intentional Wealth Strategies's IQV Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of IQVIA (IQV) in Q2 2026, closing a stake of 466 shares — an estimated $79.5K sold.

Intentional Wealth Strategies first reported a position in IQV in Q1 2026 and held it in 1 quarter. The position peaked at $79.5K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Intentional Wealth Strategies reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 466 IQVIA shares in Q2 2026, an estimated $79.5K.
Intentional Wealth Strategies first reported a position in IQVIA in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's IQVIA position peaked at $79.5K in Q1 2026.
1,026 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

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