IWA
IVC Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
2,185
-30
| -1% | -$4.73K | 0.17% | 112 |
|
|
2025
Q1 | $391K | Sell |
2,215
-54
| -2% | -$9.52K | 0.21% | 96 |
|
|
2024
Q4 | $446K | Sell |
2,269
-207
| -8% | -$40.7K | 0.25% | 81 |
|
|
2024
Q3 | $587K | Sell |
2,476
-899
| -27% | -$213K | 0.32% | 68 |
|
|
2024
Q2 | $714K | Hold |
3,375
| – | – | 0.4% | 59 |
|
|
2024
Q1 | $854K | Sell |
3,375
-100
| -3% | -$25.3K | 0.49% | 53 |
|
|
2023
Q4 | $804K | Sell |
3,475
-50
| -1% | -$11.6K | 0.5% | 50 |
|
|
2023
Q3 | $694K | Sell |
3,525
-25
| -0.7% | -$4.92K | 0.46% | 58 |
|
|
2023
Q2 | $798K | Sell |
3,550
-14
| -0.4% | -$3.15K | 0.51% | 55 |
|
|
2023
Q1 | $709K | Hold |
3,564
| – | – | 0.5% | 60 |
|
|
2022
Q4 | $730K | Hold |
3,564
| – | – | 0.54% | 57 |
|
|
2022
Q3 | $646K | Hold |
3,564
| – | – | 0.52% | 55 |
|
|
2022
Q2 | $773K | Sell |
3,564
-200
| -5% | -$43.4K | 0.6% | 46 |
|
|
2022
Q1 | $870K | Hold |
3,764
| – | – | 0.57% | 46 |
|
|
2021
Q4 | $1.06M | Sell |
3,764
-250
| -6% | -$70.5K | 0.68% | 37 |
|
|
2021
Q3 | $962K | Sell |
4,014
-50
| -1% | -$12K | 0.66% | 38 |
|
|
2021
Q2 | $985K | Sell |
4,064
-200
| -5% | -$48.5K | 0.69% | 37 |
|
|
2021
Q1 | $824K | Hold |
4,264
| – | – | 0.65% | 44 |
|
|
2020
Q4 | $764K | Buy |
+4,264
| New | +$764K | 0.73% | 38 |
|