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Creative Planning IQV Position History
IQVIA Holdings Inc. • Healthcare
Quarters held
8
Latest value
$18.6M
Q3 2026
Peak value
$18.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.4M |
| Q3 2025 | $137K |
| Q4 2025 | $13.4M |
| Q1 2026 | $8.8M |
| Q2 2026 | $136K |
| Q2 2026 | $10.9M |
| Q3 2026 | $202K |
| Q3 2026 | $18.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.6M | 69.2K | — | — |
| Q3 2026 | $202K | 752 | — | — |
| Q2 2026 | $10.9M | 56.2K | — | — |
| Q2 2026 | $136K | 706 | — | — |
| Q1 2026 | $8.8M | 51.7K | — | — |
| Q4 2025 | $13.4M | 59.4K | — | — |
| Q3 2025 | $137K | 722 | — | — |
| Q3 2025 | $9.4M | 49.4K | — | — |