IA
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Independence Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

Independence Advisors’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$10K Hold
200
– – ﹤0.01% 150
2020
Q2 		$10K Hold
200
– – ﹤0.01% 142
2020
Q1 		$9K Hold
200
– – ﹤0.01% 129
2019
Q4 		$12K Buy
+200
New +$11.4K ﹤0.01% 140

Other funds holding ILCV

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independence Advisors's ILCV Position: Q3 2020 in Review

Independence Advisors held its iShares Morningstar Value ETF (ILCV) position steady in Q3 2020 at 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Independence Advisors first reported a position in ILCV in Q4 2019 and has held it in 4 quarters since. The position peaked at $12K in Q4 2019. 72 funds tracked by Wall St. Rank hold ILCV as of Q3 2020.

  • Independence Advisors held 200 shares of iShares Morningstar Value ETF worth $10K as of Q3 2020.
  • Independence Advisors left its iShares Morningstar Value ETF share count unchanged in Q3 2020.
  • iShares Morningstar Value ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #150 holding.
  • Independence Advisors first reported a position in iShares Morningstar Value ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares Morningstar Value ETF position peaked at $12K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.