IW

Independence Wealth Advisors, Inc.

13F
Independence Wealth Advisors, Inc.
Last update 2021-02-16 14 Stocks (1 new)
Value $45.00 Mil Turnover 20 %
Countries:
Independence Wealth Advisors, ... Top Holdings of 2020-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVW
iShares S&P 500 Growth ETF
172,421
11,004.0
+290.07%
24.670
+18.35%
0.040
+25.22%
+11.61%
62,137.8
 
IJH
iShares Core S&P Mid-Cap ETF
171,685
7,892.0
-2.95%
17.700
-0.50%
0.010
+16.09%
+3.97%
98,717.1
 
IWF
iShares Russell 1000 Growth ETF
30,386
7,327.0
-0.76%
16.430
-0.13%
0.010
+25.04%
+8.94%
113,994.5
 
IWD
iShares Russell 1000 Value ETF
44,494
6,084.0
+3.56%
13.640
+0.47%
0.010
+12.00%
+8.45%
63,002.5
 
IEFA
iShares Core MSCI EAFE ETF
79,270
5,477.0
+2.15%
12.280
+0.26%
0.010
+13.34%
+23.86%
147,518.3
 
IJR
iShares Core S&P Small-Cap ETF
21,774
2,001.0
-0.68%
4.490
-0.03%
0.000
+17.04%
-0.26%
83,183.4
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
25,700
1,594.0
0%
3.570
0%
0.000
+17.87%
+20.24%
100,742.8
 
IVE
iShares S&P 500 Value ETF
7,521
963.0
-0.07%
2.160
0%
0.000
+12.01%
+5.73%
40,043.9
 
SBUX
Starbucks Corp
6,075
650.0
-7.55%
1.460
-0.11%
0.000
+16.65%
+6.43%
109,003.5
Restaurants
WPC
W.P. Carey Inc
7,213
509.0
0%
1.140
0%
0.000
+5.37%
+19.82%
13,889.7
REITs

Independence Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Independence Wealth Advisors, Inc. Total Holding History ($B)

To

Independence Wealth Advisors, Inc.'s Asset Allocation

To

Independence Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Independence Wealth Advisors, Inc.'s Hypothetical Growth since 2020-12-31

Independence Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Independence Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Independence Wealth Advisors, Inc.'s Holdings Bubble Chart

Independence Wealth Advisors, Inc. News

  • 1

Discussions on Independence Wealth Advisors, Inc.

No discussions yet.