Position in IQV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$407,694
+$46,832 QoQ
Shares Held
2,110
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#685
of 1,077 holders
Holding Since
Dec 2020
23 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, 2026IVC Wealth Advisors LLC holds $407,694 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
|
2,110 | $407,694 |
All Filings in IQV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,694 | 2,110 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $360,862 | 2,116 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $477,869 | 2,120 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $408,371 | 2,150 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $344,334 | 2,185 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $390,504 | 2,215 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $445,881 | 2,269 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $586,737 | 2,476 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $713,610 | 3,375 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $853,503 | 3,375 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $804,045 | 3,475 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $693,543 | 3,525 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $797,933 | 3,550 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $708,843 | 3,564 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $730,227 | 3,564 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $645,582 | 3,564 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $773,352 | 3,564 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $870,274 | 3,764 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,061,974 | 3,764 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $961,513 | 4,014 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $984,788 | 4,064 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $823,548 | 4,264 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $763,980 | 4,264 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||