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Retirement Wealth Solutions’s IQVIA IQV Stock Holding History

Retirement Wealth Solutions’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 		$1.74K Hold
9
– – ﹤0.01% 549
2026
Q1 		$1.53K Sell
9
-1
-10% -$195 ﹤0.01% 555
2025
Q4 		$2.25K Buy
10
+1
+11% +$218 ﹤0.01% 439
2025
Q3 		$1.71K Sell
9
-21
-70% -$3.82K ﹤0.01% 461
2025
Q2 		$4.73K Buy
30
+7
+30% +$1.05K ﹤0.01% 306
2025
Q1 		$4.05K Buy
+23
New +$4.46K ﹤0.01% 303

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

Retirement Wealth Solutions's IQV Position: Q2 2026 in Review

Retirement Wealth Solutions held its IQVIA (IQV) position steady in Q2 2026 at 9 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Retirement Wealth Solutions first reported a position in IQV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.73K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Retirement Wealth Solutions held 9 shares of IQVIA worth $1.74K as of Q2 2026.
  • Retirement Wealth Solutions left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #549 holding.
  • Retirement Wealth Solutions first reported a position in IQVIA in Q1 2025 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's IQVIA position peaked at $4.73K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.