JWA
IQV icon

JFS Wealth Advisors’s IQVIA IQV Stock Holding History

JFS 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 		$110K Buy
653
+2
+0.3% +$349 0.01% 415
2026
Q1 		$81.5K Sell
651
-134
-17% -$26.1K ﹤0.01% 434
2025
Q4 		$94.6K Buy
785
+116
+17% +$25.2K 0.01% 422
2025
Q3 		$127K Buy
669
+602
+899% +$109K 0.01% 380
2025
Q2 		$10.6K Sell
67
-16
-19% -$2.41K ﹤0.01% 851
2025
Q1 		$14.6K Sell
83
-7
-8% -$1.36K ﹤0.01% 755
2024
Q4 		$17.7K Sell
90
-17
-16% -$3.58K ﹤0.01% 677
2024
Q3 		$25.4K Buy
107
+14
+15% +$3.31K ﹤0.01% 591
2024
Q2 		$19.7K Buy
93
+2
+2% +$454 ﹤0.01% 605
2024
Q1 		$23K Buy
91
+4
+5% +$934 ﹤0.01% 597
2023
Q4 		$20.1K Sell
87
-18
-17% -$3.7K ﹤0.01% 583
2023
Q3 		$20.7K Buy
105
+47
+81% +$10.2K ﹤0.01% 541
2023
Q2 		$13K Buy
58
+1
+2% +$201 ﹤0.01% 650
2023
Q1 		$11.3K Sell
57
-8
-12% -$1.71K ﹤0.01% 676
2022
Q4 		$13.3K Buy
65
+1
+2% +$203 ﹤0.01% 616
2022
Q3 		$12K Sell
64
-18
-22% -$3.94K ﹤0.01% 678
2022
Q2 		$18K Buy
82
+52
+173% +$11.3K ﹤0.01% 608
2022
Q1 		$7K Buy
30
+15
+100% +$3.55K ﹤0.01% 923
2021
Q4 		$4K Buy
+15
New +$3.89K ﹤0.01% 859

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JFS Wealth Advisors increased its IQVIA (IQV) stake by 0.31% in Q2 2026, buying an estimated $349 and bringing the position to 653 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #415.

JFS Wealth Advisors first reported a position in IQV in Q4 2021 and has held it in 19 quarters since. The position peaked at $127K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • JFS Wealth Advisors held 653 shares of IQVIA worth $110K as of Q2 2026.
  • JFS Wealth Advisors bought 2 IQVIA shares in Q2 2026, an estimated $349.
  • IQVIA made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #415 holding.
  • JFS Wealth Advisors first reported a position in IQVIA in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's IQVIA position peaked at $127K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.