Independence Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Independence Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$766K	Hold	2,279	–	–	0.16%	43
2020 Q2	$706K	Sell	2,279 -68	-3%	-$20K	0.16%	43
2020 Q1	$606K	Buy	2,347 +192	+9%	+$58.8K	0.17%	42
2019 Q4	$696K	Sell	2,155 -3	-0.1%	-$928	0.17%	44
2019 Q3	$644K	Sell	2,158 -24	-1%	-$7.13K	0.16%	45
2019 Q2	$643K	Sell	2,182 -1,212	-36%	-$351K	0.16%	48
2019 Q1	$966K	Buy	3,394 +1,968	+138%	+$538K	0.27%	33
2018 Q4	$359K	Sell	1,426 -14	-1%	-$3.8K	0.12%	56
2018 Q3	$422K	Buy	1,440 +75	+5%	+$21.5K	0.13%	50
2018 Q2	$373K	Sell	1,365 -10	-0.7%	-$2.72K	0.12%	51
2018 Q1	$365K	Sell	1,375 -14	-1%	-$3.85K	0.12%	52
2017 Q4	$373K	Sell	1,389 -54	-4%	-$14.1K	0.13%	51
2017 Q3	$365K	Buy	1,443 +42	+3%	+$10.4K	0.15%	46
2017 Q2	$341K	Hold	1,401	–	–	0.14%	50
2017 Q1	$332K	Buy	1,401 +24	+2%	+$5.61K	0.14%	49
2016 Q4	$310K	Buy	1,377 +2	+0.1%	+$440	0.14%	50
2016 Q3	$299K	Sell	1,375 -80	-5%	-$17.4K	0.14%	49
2016 Q2	$306K	Buy	+1,455	New	+$304K	0.16%	36

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independence Advisors's IVV Position: Q3 2020 in Review

Independence Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2020 at 2,279 shares worth $766K. The position accounts for 0.16% of the portfolio, ranked #43.

Independence Advisors first reported a position in IVV in Q2 2016 and has held it in 18 quarters since. The position peaked at $966K in Q1 2019. 1,938 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

Independence Advisors held 2,279 shares of iShares Core S&P 500 ETF worth $766K as of Q3 2020.
Independence Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2020.
iShares Core S&P 500 ETF made up 0.16% of Independence Advisors's portfolio in Q3 2020, its #43 holding.
Independence Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 18 quarters since.
Independence Advisors's iShares Core S&P 500 ETF position peaked at $966K in Q1 2019.
1,938 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

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