Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 33 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in IQVIA HLDGS INC (IQV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 45,561 | -1,780 | -3.8% | 1.13% | $10.3M | $225.41 |
| 2025 Q3 | REDUCED | 47,341 | -1,809 | -3.7% | 1.02% | $9.0M | $189.94 |
| 2025 Q2 | UNCHANGED | 49,150 | — | 0% | 0.91% | $7.7M | $157.59 |
| 2025 Q1 | ADDED | 49,150 | +155 | +0.3% | 1.08% | $8.7M | $176.30 |
| 2024 Q4 | UNCHANGED | 48,995 | — | 0% | 1.18% | $9.6M | $196.51 |
| 2024 Q3 | REDUCED | 48,995 | -1,000 | -2.0% | 1.42% | $11.6M | $236.97 |
| 2024 Q2 | REDUCED | 49,995 | -10,885 | -17.9% | 1.26% | $10.6M | $211.44 |
| 2024 Q1 | ADDED | 60,880 | +10,000 | +19.7% | 1.72% | $15.4M | $252.89 |
| 2023 Q4 | REDUCED | 50,880 | -445 | -0.9% | 1.67% | $11.8M | $231.38 |
| 2023 Q3 | REDUCED | 51,325 | -500 | -1.0% | 1.54% | $10.1M | $196.75 |
As of 2025 Q4 — sorted by position size