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Legacy Wealth Management (Idaho)’s IQVIA IQV Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q1 		– Sell
-11
Closed -$2.29K – 839
2024
Q4 		$2.29K Buy
+11
New +$2.32K ﹤0.01% 476

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IQV Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of IQVIA (IQV) in Q1 2025, closing a stake of 11 shares — an estimated $2.29K sold.

Legacy Wealth Management (Idaho) first reported a position in IQV in Q4 2024 and held it in 1 quarter. The position peaked at $2.29K in Q4 2024. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 11 IQVIA shares in Q1 2025, an estimated $2.29K.
  • Legacy Wealth Management (Idaho) first reported a position in IQVIA in Q4 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s IQVIA position peaked at $2.29K in Q4 2024.
  • 989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.