Independence Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$6.08M	Buy	44,494 +1,531	+4%	+$196K	13.64%	4
2020 Q3	$5.08M	Buy	42,963 +7,220	+20%	+$856K	13.1%	4
2020 Q2	$4.03M	Sell	35,743 -2,117	-6%	-$233K	9.68%	5
2020 Q1	$3.75M	Sell	37,860 -751	-2%	-$93.6K	4.51%	12
2019 Q4	$5.27M	Sell	38,611 -148	-0.4%	-$19.5K	5.12%	10
2019 Q3	$4.97M	Sell	38,759 -5,790	-13%	-$736K	5.25%	10
2019 Q2	$5.67M	Buy	44,549 +4,142	+10%	+$518K	5.59%	10
2019 Q1	$4.99M	Sell	40,407 -717	-2%	-$86.2K	5.38%	10
2018 Q4	$4.57M	Sell	41,124 -114	-0.3%	-$13.7K	5.49%	10
2018 Q3	$5.22M	Sell	41,238 -206	-0.5%	-$25.9K	5.29%	11
2018 Q2	$5.03M	Sell	41,444 -1,110	-3%	-$135K	5.23%	11
2018 Q1	$5.11M	Sell	42,554 -2,423	-5%	-$302K	4.72%	11
2017 Q4	$5.59M	Buy	+44,977	New	+$5.45M	5.11%	10

Other funds holding IWD

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

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

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

Independence Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 3.6% in Q4 2020, buying an estimated $196K and bringing the position to 44,494 shares worth $6.08M. The position accounts for 13.64% of the portfolio, ranked #4.

Independence Wealth Advisors first reported a position in IWD in Q4 2017 and has held it in 13 quarters since. 1,151 funds tracked by Wall St. Rank hold IWD as of Q4 2020.

Independence Wealth Advisors held 44,494 shares of iShares Russell 1000 Value ETF worth $6.08M as of Q4 2020.
Independence Wealth Advisors bought 1,531 iShares Russell 1000 Value ETF shares in Q4 2020, an estimated $196K.
iShares Russell 1000 Value ETF made up 13.64% of Independence Wealth Advisors's portfolio in Q4 2020, its #4 holding.
Independence Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 13 quarters since.
1,151 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2020.

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