Independence Wealth Advisors

Latest statistics and disclosures from Independence Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVW, IWF, IJH, IEFA, IWD, and represent 72.21% of Independence Wealth Advisors's stock portfolio.
  • Added to shares of these 3 stocks: IVW, IJH, WPC.
  • Reduced shares in these 10 stocks: AGG (-$8.22M), IEMG (-$7.60M), DGRO (-$6.93M), IDV (-$6.80M), IVE (-$5.23M), IEFA (-$5.12M), MBB, GVI, MUB, IJR.
  • Sold out of its positions in SUB, GVI, STIP.
  • Independence Wealth Advisors was a net seller of stock by $52.59M.
  • Independence Wealth Advisors has $41.56M in assets under management (AUM), dropping by -50.04%.

Portfolio Holdings for Independence Wealth Advisors

Companies in the Independence Wealth Advisors portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares S&p 500 Growth Etf Etf (IVW) 21.94 43.95k +23% 207.48
Ishares Russell 1000 Growth Etf Etf (IWF) 15.43 33.42k -4% 191.94
Ishares Core S&p Mid Cap Etf Etf (IJH) 15.09 35.28k +2% 177.81
Ishares Core Msci Eafe Etf (IEFA) 10.06 73.18k -55% 57.16
Ishares Russell 1000 Value Etf Etf (IWD) 9.68 35.74k -5% 112.61
Ishares Core Msci Emerging Mkts Etf (IEMG) 4.91 42.90k -78% 47.59
Ishares S&p Smallcap 600 Etf Etf (IJR) 3.60 21.92k -45% 68.28
Ishares International Select Dividend Etf Etf (IDV) 3.40 56.28k -82% 25.12
Ishares Amt-free Muni Bond Etf Etf (MUB) 3.14 11.31k -61% 115.43
Ishares Core Dividend Growth Etf Etf (DGRO) 2.70 29.84k -86% 37.61
Ishares Mbs Etf Etf (MBB) 1.89 7.08k -83% 110.75
Ishares S&p 500 Value Etf Etf (IVE) 1.87 7.18k -87% 108.19
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 1.31 9.76k -66% 55.66
Wp Carey Reit (WPC) 1.23 7.58k 67.67
Starbucks Corp Stock (SBUX) 1.20 6.78k -22% 73.62
Ishares Aggregate Bond Etf Etf (AGG) 0.77 2.69k -96% 118.35
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.64 1.50k 178.67
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.60 4.65k -78% 53.51
Leidos Holdings Stock (LDOS) 0.52 2.32k 93.88

Past Filings by Independence Wealth Advisors

View past SEC 13F filings by Independence Wealth Advisors

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