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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

IQV holding history

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

IQV overviewAll 13F holders of IQVFull Q2 2026 holdings

Shares (Q2 2026)
4,662
Value
$900.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of IQV by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,662$900.7K<0.1%+484+11.6%AddedHolders
Q1 20264,178$712.4K<0.1%+1,485+55.1%AddedHolders
Q4 20252,693$606.9K<0.1%+424+18.7%AddedHolders
Q3 20252,269$430.9K<0.1%+360+18.9%AddedHolders
Q2 20251,909$300.8K<0.1%+1,909NewHolders
Q4 20240$00.0%−1,000−100.0%Sold outHolders
Q3 20241,000$236.9K<0.1%+41+4.3%AddedHolders
Q2 2024959$202.7K<0.1%+13+1.4%AddedHolders
Q1 2024946$239.2K<0.1%−72−7.1%ReducedHolders
Q4 20231,018$235.5K<0.1%−18−1.7%ReducedHolders
Q3 20231,036$203.8K<0.1%+14+1.4%AddedHolders
Q2 20231,022$229.7K<0.1%−256−20.0%ReducedHolders
Q1 20231,278$254.2K<0.1%−84−6.2%ReducedHolders
Q4 20221,362$279.1K<0.1%+7+0.5%AddedHolders
Q3 20221,355$245.0K<0.1%+70+5.4%AddedHolders
Q2 20221,285$279.0K<0.1%−91−6.6%ReducedHolders
Q1 20221,376$318.0K<0.1%+195+16.5%AddedHolders
Q4 20211,181$333.0K<0.1%+213+22.0%AddedHolders
Q3 2021968$231.0K<0.1%−110−10.2%ReducedHolders
Q2 20211,078$261.0K<0.1%+749+227.7%AddedHolders
Q1 2021329$63.0K<0.1%––Holders

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