34 is the total number of securities Independence Wealth Advisors, Inc. has owned. The longest Independence Wealth Advisors, Inc. has owned a single stock is 13 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IVW | ISHARES TR | 13 | 13 | 6.22% | 10.87% | 26.36% | Q4 2017 | Q4 2020 | 13 |
| IEFA | ISHARES TR | 13 | 13 | 8.95% | 10.43% | 12.28% | Q4 2017 | Q4 2020 | 13 |
| IJH | ISHARES TR | 13 | 13 | 5.94% | 9.93% | 17.70% | Q4 2017 | Q4 2020 | 13 |
| IWF | ISHARES TR | 13 | 13 | 5.47% | 8.66% | 17.13% | Q4 2017 | Q4 2020 | 13 |
| IEMG | ISHARES INC | 13 | 13 | 3.50% | 7.64% | 10.32% | Q4 2017 | Q4 2020 | 13 |
| IWD | ISHARES TR | 13 | 13 | 4.51% | 6.78% | 13.64% | Q4 2017 | Q4 2020 | 13 |
| IVE | ISHARES TR | 13 | 13 | 1.87% | 6.62% | 9.74% | Q4 2017 | Q4 2020 | 13 |
| IJR | ISHARES TR | 13 | 13 | 2.71% | 4.26% | 5.74% | Q4 2017 | Q4 2020 | 13 |
| MUB | ISHARES TR | 13 | 13 | 0.67% | 2.57% | 3.95% | Q4 2017 | Q4 2020 | 13 |
| SBUX | STARBUCKS CORP | 13 | 13 | 0.49% | 0.84% | 1.46% | Q4 2017 | Q4 2020 | 13 |
| WPC | WP CAREY INC COM | 13 | 13 | 0.50% | 0.79% | 1.23% | Q4 2017 | Q4 2020 | 13 |
| BRKB | BERKSHIRE HATHAWAY INC... | 13 | 13 | 0.30% | 0.43% | 0.82% | Q4 2017 | Q4 2020 | 13 |
| IDV | ISHARES TR | 11 | 11 | 3.40% | 9.20% | 10.79% | Q4 2017 | Q2 2020 | 11 |
| AGG | ISHARES TR | 11 | 11 | 0.76% | 5.96% | 10.01% | Q4 2017 | Q2 2020 | 11 |
| MBB | ISHARES TR | 11 | 11 | 1.89% | 4.98% | 7.44% | Q4 2017 | Q2 2020 | 11 |
| SCZ | ISHARES TR | 11 | 11 | 0.60% | 2.55% | 4.66% | Q4 2017 | Q2 2020 | 11 |
| STIP | ISHARES TR | 10 | 10 | 0.48% | 1.33% | 1.97% | Q4 2017 | Q1 2020 | 10 |
| SUB | ISHARES TR | 10 | 10 | 0.21% | 1.32% | 2.25% | Q4 2017 | Q1 2020 | 10 |
| DGRO | ISHARES TR | 6 | 1 | 0.47% | 6.43% | 8.81% | Q1 2019 | Q4 2020 | 7 |
| ISTB | ISHARES TR | 7 | 7 | 3.20% | 3.83% | 4.88% | Q4 2017 | Q2 2019 | 7 |
| GVI | ISHARES TR | 3 | 2 | 2.92% | 3.56% | 4.69% | Q4 2017 | Q1 2020 | 5 |
| LDOS | LEIDOS HOLDINGS INC COM | 5 | 5 | 0.22% | 0.42% | 0.55% | Q4 2019 | Q4 2020 | 5 |
| MUNI | PIMCO INTERMEDIATE MUN... | 4 | 4 | 1.31% | 1.49% | 1.92% | Q3 2019 | Q2 2020 | 4 |
| IWB | ISHARES TR | 2 | 1 | 0.20% | 0.22% | 0.24% | Q1 2019 | Q4 2019 | 3 |
| HBAN | HUNTINGTON BANCSHARES INC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2017 | Q2 2018 | 3 |
| IFGL | ISHARES INC | 2 | 2 | 3.37% | 3.71% | 4.05% | Q4 2017 | Q1 2018 | 2 |
| FREL | FIDELITY | 2 | 2 | 2.86% | 3.05% | 3.24% | Q4 2017 | Q1 2018 | 2 |
| FLOT | ISHARES INC | 2 | 2 | 0.93% | 0.93% | 0.94% | Q4 2017 | Q1 2018 | 2 |
| EFG | ISHARES TR | 1 | 1 | 0.29% | 0.30% | 0.31% | Q2 2019 | Q4 2019 | 2 |
| RPAI | RETAIL PPTYS AMER INC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2017 | Q1 2018 | 2 |
| FM | ISHARES INC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2017 | Q1 2018 | 2 |
| D | DOMINION ENERGY INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2019 | Q2 2019 | 1 |
| JNJ | JOHNSON &JOHNSON | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
| ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Independence Wealth Advisors, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Independence Wealth Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Independence Wealth Advisors, Inc. owns currently or has owned in the past.