Independence Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Independence Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$963K	Sell	7,521 -5	-0.1%	-$605	2.16%	8
2020 Q3	$846K	Buy	7,526 +344	+5%	+$39K	2.18%	8
2020 Q2	$777K	Sell	7,182 -48,298	-87%	-$5.12M	1.87%	12
2020 Q1	$5.34M	Buy	55,480 +258	+0.5%	+$30.7K	6.42%	7
2019 Q4	$7.18M	Sell	55,222 -3,193	-5%	-$397K	6.98%	7
2019 Q3	$6.96M	Sell	58,415 -2,230	-4%	-$262K	7.34%	5
2019 Q2	$7.07M	Buy	60,645 +1,531	+3%	+$175K	6.97%	7
2019 Q1	$6.66M	Sell	59,114 -20,984	-26%	-$2.3M	7.19%	6
2018 Q4	$8.1M	Buy	80,098 +151	+0.2%	+$16.5K	9.74%	1
2018 Q3	$9.26M	Sell	79,947 -947	-1%	-$109K	9.38%	3
2018 Q2	$8.91M	Buy	80,894 +1,401	+2%	+$155K	9.25%	4
2018 Q1	$8.69M	Sell	79,493 -1,941	-2%	-$222K	8.03%	4
2017 Q4	$9.3M	Buy	+81,434	New	+$9.02M	8.51%	4

Other funds holding IVE

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Independence Wealth Advisors's IVE Position: Q4 2020 in Review

Independence Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.07% in Q4 2020, selling an estimated $605 and leaving 7,521 shares worth $963K. The position accounts for 2.16% of the portfolio, ranked #8.

Independence Wealth Advisors first reported a position in IVE in Q4 2017 and has held it in 13 quarters since. The position peaked at $9.3M in Q4 2017. 892 funds tracked by Wall St. Rank hold IVE as of Q4 2020.

Independence Wealth Advisors held 7,521 shares of iShares S&P 500 Value ETF worth $963K as of Q4 2020.
Independence Wealth Advisors sold 5 iShares S&P 500 Value ETF shares in Q4 2020, an estimated $605.
iShares S&P 500 Value ETF made up 2.16% of Independence Wealth Advisors's portfolio in Q4 2020, its #8 holding.
Independence Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 13 quarters since.
Independence Wealth Advisors's iShares S&P 500 Value ETF position peaked at $9.3M in Q4 2017.
892 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.