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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

IQV holding history

IQVIA Holdings Inc. in every 13F filed by Phoenix 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 (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of IQV by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−904−100.0%Sold outHolders
Q4 2021904$255.0K0.2%00.0%UnchangedHolders
Q3 2021904$217.0K0.2%00.0%UnchangedHolders
Q2 2021904$227.0K0.2%00.0%UnchangedHolders
Q1 2021904$179.0K0.1%––Holders

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