Independence Wealth Advisors
Latest statistics and disclosures from Independence Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, IJH, IWF, IWD, IEFA, and represent 84.72% of Independence Wealth Advisors's stock portfolio.
- Added to shares of these 4 stocks: IVW (+$8.2M), IWD, DGRO, IEFA.
- Started 1 new stock position in DGRO.
- Reduced shares in these 5 stocks: IJH, IWF, SBUX, IJR, IVE.
- Independence Wealth Advisors was a net buyer of stock by $8.4M.
- Independence Wealth Advisors has $45M in assets under management (AUM), dropping by 15.08%.
- Central Index Key (CIK): 0001732846
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Portfolio Holdings for Independence Wealth Advisors
Independence Wealth Advisors holds 14 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares S&p 500 Growth Etf Etf (IVW) | 24.7 | $11M | +290% | 172k | 63.82 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 17.7 | $7.9M | -2% | 34k | 229.84 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 16.4 | $7.3M | 30k | 241.13 |
|
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| Ishares Russell 1000 Value Etf Etf (IWD) | 13.6 | $6.1M | +3% | 45k | 136.74 |
|
| Ishares Core Msci Eafe Etf (IEFA) | 12.3 | $5.5M | +2% | 79k | 69.09 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 4.5 | $2.0M | 22k | 91.90 |
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| Ishares Core Msci Emerging Mkts Etf (IEMG) | 3.6 | $1.6M | 26k | 62.02 |
|
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| Ishares S&p 500 Value Etf Etf (IVE) | 2.2 | $963k | 7.5k | 128.04 |
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| Starbucks Corp Stock (SBUX) | 1.5 | $650k | -7% | 6.1k | 107.00 |
|
| Wp Carey Reit (WPC) | 1.1 | $509k | 7.2k | 70.57 |
|
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.8 | $348k | 1.5k | 232.00 |
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| Ishares Amt-free Muni Bond Etf Etf (MUB) | 0.7 | $297k | 2.5k | 117.34 |
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| Leidos Holdings Stock (LDOS) | 0.5 | $244k | 2.3k | 105.08 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.5 | $208k | NEW | 4.6k | 44.89 |
|
Past Filings by Independence Wealth Advisors
SEC 13F filings are viewable for Independence Wealth Advisors going back to 2017
- Independence Wealth Advisors 2020 Q4 filed Feb. 16, 2021
- Independence Wealth Advisors 2020 Q3 filed Nov. 13, 2020
- Independence Wealth Advisors 2020 Q2 filed July 31, 2020
- Independence Wealth Advisors 2020 Q1 filed May 13, 2020
- Independence Wealth Advisors 2019 Q4 filed Jan. 17, 2020
- Independence Wealth Advisors 2019 Q3 filed Nov. 5, 2019
- Independence Wealth Advisors 2019 Q2 filed July 25, 2019
- Independence Wealth Advisors 2019 Q1 filed May 1, 2019
- Independence Wealth Advisors 2018 Q4 filed Feb. 11, 2019
- Independence Wealth Advisors 2018 Q3 filed Nov. 7, 2018
- Independence Wealth Advisors 2018 Q2 filed July 26, 2018
- Independence Wealth Advisors 2018 Q1 filed May 7, 2018
- Independence Wealth Advisors 2017 Q4 filed March 15, 2018