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
+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)

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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

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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

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