Independence Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Independence Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$17K	Hold	86	–	–	﹤0.01%	145
2020 Q2	$15K	Hold	86	–	–	﹤0.01%	139
2020 Q1	$13K	Hold	86	–	–	﹤0.01%	128
2019 Q4	$16K	Buy	+86	New	+$15.5K	﹤0.01%	139

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Independence Advisors's IWV Position: Q3 2020 in Review

Independence Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2020 at 86 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Independence Advisors first reported a position in IWV in Q4 2019 and has held it in 4 quarters since. 517 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

Independence Advisors held 86 shares of iShares Russell 3000 ETF worth $17K as of Q3 2020.
Independence Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2020.
iShares Russell 3000 ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #145 holding.
Independence Advisors first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 4 quarters since.
517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

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