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 % |
Independence Wealth Advisors, ... Top Holdings of 2020-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVW | iShares S&P 500 Growth ETF | 172,421 | 11,004.0 | +290.07% | 24.670 | +18.35% | 0.040 | +22.20% | +11.84% | 62,264.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 171,685 | 7,892.0 | -2.95% | 17.700 | -0.50% | 0.010 | +12.58% | +3.00% | 97,797.3 | ||
IWF | iShares Russell 1000 Growth ETF | 30,386 | 7,327.0 | -0.76% | 16.430 | -0.13% | 0.010 | +21.96% | +9.25% | 114,323.5 | ||
IWD | iShares Russell 1000 Value ETF | 44,494 | 6,084.0 | +3.56% | 13.640 | +0.47% | 0.010 | +10.17% | +8.06% | 62,777.8 | ||
IEFA | iShares Core MSCI EAFE ETF | 79,270 | 5,477.0 | +2.15% | 12.280 | +0.26% | 0.010 | +11.09% | +22.93% | 146,414.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 21,774 | 2,001.0 | -0.68% | 4.490 | -0.03% | 0.000 | +12.87% | -1.86% | 81,849.8 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 25,700 | 1,594.0 | 0% | 3.570 | 0% | 0.000 | +15.76% | +19.60% | 100,206.8 | ||
IVE | iShares S&P 500 Value ETF | 7,521 | 963.0 | -0.07% | 2.160 | 0% | 0.000 | +10.27% | +5.59% | 39,993.9 | ||
SBUX | Starbucks Corp | 6,075 | 650.0 | -7.55% | 1.460 | -0.11% | 0.000 | +12.50% | +3.95% | 106,459.1 | Restaurants | |
WPC | W.P. Carey Inc | 7,213 | 509.0 | 0% | 1.140 | 0% | 0.000 | +7.69% | +21.73% | 14,110.8 | REITs |
Independence Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns
Independence Wealth Advisors, Inc. Total Holding History ($B)
Independence Wealth Advisors, Inc.'s Asset Allocation
Independence Wealth Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Independence Wealth Advisors, Inc.'s Holdings Bubble Chart
Independence Wealth Advisors, Inc. News
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