Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$241K Buy
1,413
+78
+6% +$15.2K 0.01% 339
2025
Q4
$300K Sell
1,335
-34
-2% -$7.4K 0.01% 298
2025
Q3
$261K Buy
1,369
+678
+98% +$123K 0.01% 308
2025
Q2
$109K Buy
691
+108
+19% +$16.3K 0.01% 436
2025
Q1
$103K Buy
583
+309
+113% +$59.9K 0.01% 437
2024
Q4
$54K Sell
274
-408
-60% -$86K ﹤0.01% 547
2024
Q3
$162K Sell
682
-176
-21% -$41.5K 0.01% 376
2024
Q2
$183K Buy
858
+253
+42% +$57.5K 0.01% 340
2024
Q1
$153K Hold
605
0.01% 373
2023
Q4
$140K Hold
605
0.01% 368
2023
Q3
$120K Sell
605
-1
-0.2% -$217 0.01% 380
2023
Q2
$136K Buy
606
+11
+2% +$2.21K 0.01% 369
2023
Q1
$121K Buy
595
+321
+117% +$68.6K 0.01% 381
2022
Q4
$57K Sell
274
-8
-3% -$1.62K ﹤0.01% 497
2022
Q3
$52K Hold
282
﹤0.01% 504
2022
Q2
$61K Hold
282
﹤0.01% 503
2022
Q1
$64K Buy
282
+54
+24% +$12.8K ﹤0.01% 523
2021
Q4
$66K Buy
228
+56
+33% +$14.5K ﹤0.01% 522
2021
Q3
$41K Hold
172
﹤0.01% 585
2021
Q2
$42K Buy
172
+130
+310% +$30K ﹤0.01% 577
2021
Q1
$9K Hold
42
﹤0.01% 869
2020
Q4
$7K Buy
42
+34
+425% +$5.73K ﹤0.01% 905
2020
Q3
$1K Sell
8
-275
-97% -$43.1K ﹤0.01% 1064
2020
Q2
$40K Sell
283
-258
-48% -$35K ﹤0.01% 523
2020
Q1
$58K Sell
541
-6
-1% -$857 0.01% 426
2019
Q4
$85K Hold
547
0.01% 433
2019
Q3
$82K Hold
547
0.01% 437
2019
Q2
$88K Hold
547
0.01% 425
2019
Q1
$79K Sell
547
-34
-6% -$4.53K 0.01% 427
2018
Q4
$67K Sell
581
-26
-4% -$3.15K 0.01% 428
2018
Q3
$79K Hold
607
0.01% 446
2018
Q2
$61K Sell
607
-30
-5% -$3K 0.01% 503
2018
Q1
$62K Buy
637
+124
+24% +$12.5K 0.01% 477
2017
Q4
$50K Buy
513
+230
+81% +$23.4K 0.01% 528
2017
Q3
$27K Hold
283
﹤0.01% 614
2017
Q2
$25K Buy
+283
New +$23.9K ﹤0.01% 624

Other funds holding IQV

Smithfield Trust's IQV Position: Q1 2026 in Review

Smithfield Trust increased its IQVIA (IQV) stake by 5.8% in Q1 2026, buying an estimated $15.2K and bringing the position to 1,413 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #339.

Smithfield Trust first reported a position in IQV in Q2 2017 and has held it in 36 quarters since. The position peaked at $300K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Smithfield Trust held 1,413 shares of IQVIA worth $241K as of Q1 2026.
  • Smithfield Trust bought 78 IQVIA shares in Q1 2026, an estimated $15.2K.
  • IQVIA made up 0.01% of Smithfield Trust's portfolio in Q1 2026, its #339 holding.
  • Smithfield Trust first reported a position in IQVIA in Q2 2017 and has held it in 36 quarters since.
  • Smithfield Trust's IQVIA position peaked at $300K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.