Sheets Smith Wealth Management

SEC CIK: 0001157436
Latest filing: Jul 13, 2026

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IQV holding history

IQVIA Holdings Inc. in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IQV overview All 13F holders of IQV Full Q2 2026 holdings

Shares (Q2 2026): 38,080
Value: $7.36M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of IQV by Sheets Smith Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,080	$7.36M	0.7%	−114−0.3%	Reduced	Holders
Q1 2026	38,194	$6.51M	0.7%	−7,367−16.2%	Reduced	Holders
Q4 2025	45,561	$10.3M	1.1%	−1,780−3.8%	Reduced	Holders
Q3 2025	47,341	$8.99M	1.0%	−1,809−3.7%	Reduced	Holders
Q2 2025	49,150	$7.75M	0.9%	00.0%	Unchanged	Holders
Q1 2025	49,150	$8.67M	1.1%	+155+0.3%	Added	Holders
Q4 2024	48,995	$9.63M	1.2%	00.0%	Unchanged	Holders
Q3 2024	48,995	$11.6M	1.4%	−1,000−2.0%	Reduced	Holders
Q2 2024	49,995	$10.6M	1.3%	−10,885−17.9%	Reduced	Holders
Q1 2024	60,880	$15.4M	1.7%	+10,000+19.7%	Added	Holders
Q4 2023	50,880	$11.8M	1.7%	−445−0.9%	Reduced	Holders
Q3 2023	51,325	$10.1M	1.5%	−500−1.0%	Reduced	Holders
Q2 2023	51,825	$11.6M	1.7%	+260+0.5%	Added	Holders
Q1 2023	51,565	$10.3M	1.6%	−10,000−16.2%	Reduced	Holders
Q4 2022	61,565	$12.6M	2.0%	−1,460−2.3%	Reduced	Holders
Q3 2022	63,025	$11.4M	1.9%	00.0%	Unchanged	Holders
Q2 2022	63,025	$13.7M	2.3%	+14,147+28.9%	Added	Holders
Q1 2022	48,878	$11.3M	1.6%	−2,987−5.8%	Reduced	Holders
Q4 2021	51,865	$14.6M	1.8%	+118+0.2%	Added	Holders
Q3 2021	51,747	$12.4M	1.7%	−879−1.7%	Reduced	Holders
Q2 2021	52,626	$12.8M	1.7%	+100.0%	Added	Holders
Q1 2021	52,616	$10.2M	1.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.