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Wealth Enhancement Trust Services’s IQVIA IQV Stock Holding History

Wealth Enhancement Trust 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
Q2 		$43.7K Buy
+226
New +$39.4K ﹤0.01% 507

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealth Enhancement Trust Services's IQV Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in IQVIA (IQV) in Q2 2026: 226 shares worth $43.7K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings.

829 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Wealth Enhancement Trust Services held 226 shares of IQVIA worth $43.7K as of Q2 2026.
  • IQVIA was a new Wealth Enhancement Trust Services position in Q2 2026.
  • IQVIA made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #507 holding.
  • 829 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.