Independence Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Independence Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$34.2M	Sell	591,400 -21,032	-3%	-$1.19M	7.33%	5
2020 Q2	$31.8M	Sell	612,432 -900	-0.1%	-$43.1K	7.28%	5
2020 Q1	$25.3M	Buy	613,332 +30,160	+5%	+$1.43M	6.98%	6
2019 Q4	$28.2M	Buy	583,172 +247,100	+74%	+$11.5M	6.82%	5
2019 Q3	$15.1M	Sell	336,072 -4,956	-1%	-$224K	3.68%	8
2019 Q2	$15.3M	Sell	341,028 -11,948	-3%	-$525K	3.92%	7
2019 Q1	$15.2M	Sell	352,976 -6,728	-2%	-$276K	4.28%	6
2018 Q4	$13.5M	Buy	359,704 +60,200	+20%	+$2.44M	4.51%	7
2018 Q3	$13.3M	Sell	299,504 -5,784	-2%	-$249K	3.95%	8
2018 Q2	$12.4M	Sell	305,288 -20,348	-6%	-$817K	3.97%	8
2018 Q1	$12.6M	Buy	325,636 +6,876	+2%	+$274K	4.16%	8
2017 Q4	$12.2M	Sell	318,760 -7,892	-2%	-$295K	4.11%	8
2017 Q3	$11.7M	Sell	326,652 -6,744	-2%	-$238K	4.67%	7
2017 Q2	$11.4M	Sell	333,396 -7,968	-2%	-$270K	4.54%	7
2017 Q1	$11.2M	Sell	341,364 -5,792	-2%	-$186K	4.7%	7
2016 Q4	$10.6M	Sell	347,156 -8,908	-3%	-$269K	4.65%	7
2016 Q3	$10.8M	Sell	356,064 -8,480	-2%	-$257K	5.09%	7
2016 Q2	$10.6M	Buy	+364,544	New	+$10.6M	5.58%	7

Other funds holding IVW

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Independence Advisors's IVW Position: Q3 2020 in Review

Independence Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q3 2020, selling an estimated $1.19M and leaving 591,400 shares worth $34.2M. The position accounts for 7.33% of the portfolio, ranked #5.

Independence Advisors first reported a position in IVW in Q2 2016 and has held it in 18 quarters since. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Independence Advisors held 591,400 shares of iShares S&P 500 Growth ETF worth $34.2M as of Q3 2020.
Independence Advisors sold 21,032 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $1.19M.
iShares S&P 500 Growth ETF made up 7.33% of Independence Advisors's portfolio in Q3 2020, its #5 holding.
Independence Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 18 quarters since.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

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