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IQV icon

Kestra Private Wealth Services’s IQVIA IQV Stock Holding History

Kestra Private Wealth Services’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
Q1 		$380K Buy
+2,230
New +$435K ﹤0.01% 1343
2024
Q4 		– Sell
-1,183
Closed -$280K – 1459
2024
Q3 		$280K Sell
1,183
-404
-25% -$95.4K 0.01% 1108
2024
Q2 		$336K Buy
1,587
+60
+4% +$13.6K 0.01% 995
2024
Q1 		$386K Buy
1,527
+51
+3% +$11.9K 0.01% 909
2023
Q4 		$342K Sell
1,476
-4
-0.3% -$821 0.01% 892
2023
Q3 		$291K Buy
1,480
+94
+7% +$20.4K 0.01% 879
2023
Q2 		$312K Sell
1,386
-74
-5% -$14.9K 0.01% 806
2023
Q1 		$290K Buy
+1,460
New +$312K 0.01% 788

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