Iqvia Holdings shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Iqvia Holdings (IQV) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Iqvia Holdings
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Quarterly reported holdings in Iqvia Holdings by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $415k | 1.8k | 225.41 |
| 2025-09-30 | $350k | 1.8k | 189.94 |
| 2025-06-30 | $291k | 1.8k | 157.59 |
| 2025-03-31 | $331k | 1.9k | 176.30 |
| 2024-12-31 | $369k | 1.9k | 196.51 |
| 2024-09-30 | $445k | 1.9k | 236.97 |
| 2024-06-30 | $422k | 2.0k | 211.44 |