Position in IQV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$351,273
+$37,992 QoQ
Shares Held
1,818
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#717
of 1,082 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $351,273 across 1 Diagnostics & Research name. IQV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
1,818 | $351,273 |
All Filings in IQV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,273 | 1,818 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $313,281 | 1,837 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $415,205 | 1,842 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $350,249 | 1,844 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $290,911 | 1,846 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $330,915 | 1,877 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $368,849 | 1,877 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $444,792 | 1,877 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $422,245 | 1,997 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||