IVC Wealth Advisors’s IQVIA IQV Stock Holding History

IVC Wealth Advisors’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	$408K	Sell	2,110 -6	-0.3%	-$1.05K	0.16%	108
2026 Q1	$361K	Sell	2,116 -4	-0.2%	-$780	0.16%	112
2025 Q4	$478K	Sell	2,120 -30	-1%	-$6.53K	0.21%	90
2025 Q3	$408K	Sell	2,150 -35	-2%	-$6.36K	0.18%	103
2025 Q2	$344K	Sell	2,185 -30	-1%	-$4.52K	0.17%	112
2025 Q1	$391K	Sell	2,215 -54	-2%	-$10.5K	0.21%	96
2024 Q4	$446K	Sell	2,269 -207	-8%	-$43.7K	0.25%	81
2024 Q3	$587K	Sell	2,476 -899	-27%	-$212K	0.32%	68
2024 Q2	$714K	Hold	3,375	–	–	0.4%	59
2024 Q1	$854K	Sell	3,375 -100	-3%	-$23.3K	0.49%	53
2023 Q4	$804K	Sell	3,475 -50	-1%	-$10.3K	0.5%	50
2023 Q3	$694K	Sell	3,525 -25	-0.7%	-$5.43K	0.46%	58
2023 Q2	$798K	Sell	3,550 -14	-0.4%	-$2.81K	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%	-$64.9K	0.68%	37
2021 Q3	$962K	Sell	4,014 -50	-1%	-$12.6K	0.66%	38
2021 Q2	$985K	Sell	4,064 -200	-5%	-$46.2K	0.69%	37
2021 Q1	$824K	Hold	4,264	–	–	0.65%	44
2020 Q4	$764K	Buy	+4,264	New	+$718K	0.73%	38

Other funds holding IQV

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IVC Wealth Advisors's IQV Position: Q2 2026 in Review

IVC Wealth Advisors reduced its IQVIA (IQV) stake by 0.28% in Q2 2026, selling an estimated $1.05K and leaving 2,110 shares worth $408K. The position accounts for 0.16% of the portfolio, ranked #108.

IVC Wealth Advisors first reported a position in IQV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q4 2021. 128 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

IVC Wealth Advisors held 2,110 shares of IQVIA worth $408K as of Q2 2026.
IVC Wealth Advisors sold 6 IQVIA shares in Q2 2026, an estimated $1.05K.
IQVIA made up 0.16% of IVC Wealth Advisors's portfolio in Q2 2026, its #108 holding.
IVC Wealth Advisors first reported a position in IQVIA in Q4 2020 and has held it in 23 quarters since.
IVC Wealth Advisors's IQVIA position peaked at $1.06M in Q4 2021.
128 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.