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

Independence Wealth 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 Q4	$11M	Sell	172,421 -4,391	-2%	-$266K	24.67%	1
2020 Q3	$10.2M	Buy	176,812 +1,028	+0.6%	+$58.2K	26.36%	1
2020 Q2	$9.12M	Buy	175,784 +33,144	+23%	+$1.59M	21.94%	1
2020 Q1	$5.88M	Sell	142,640 -920	-0.6%	-$43.5K	7.07%	6
2019 Q4	$6.95M	Sell	143,560 -3,552	-2%	-$165K	6.75%	8
2019 Q3	$6.62M	Sell	147,112 -5,516	-4%	-$250K	6.99%	6
2019 Q2	$6.84M	Sell	152,628 -3,596	-2%	-$158K	6.74%	8
2019 Q1	$6.73M	Buy	156,224 +868	+0.6%	+$35.6K	7.26%	5
2018 Q4	$5.85M	Sell	155,356 -320	-0.2%	-$12.9K	7.03%	8
2018 Q3	$6.89M	Sell	155,676 -10,776	-6%	-$463K	6.98%	6
2018 Q2	$6.77M	Sell	166,452 -7,052	-4%	-$283K	7.03%	6
2018 Q1	$6.73M	Sell	173,504 -4,544	-3%	-$181K	6.22%	6
2017 Q4	$6.8M	Buy	+178,048	New	+$6.65M	6.22%	6

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Independence Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.5% in Q4 2020, selling an estimated $266K and leaving 172,421 shares worth $11M. The position accounts for 24.67% of the portfolio, ranked #1.

Independence Wealth Advisors first reported a position in IVW in Q4 2017 and has held it in 13 quarters since. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

Independence Wealth Advisors held 172,421 shares of iShares S&P 500 Growth ETF worth $11M as of Q4 2020.
Independence Wealth Advisors sold 4,391 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $266K.
iShares S&P 500 Growth ETF made up 24.67% of Independence Wealth Advisors's portfolio in Q4 2020, its #1 holding.
Independence Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 13 quarters since.
1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

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