$96.3 Million is the total value of Independence Wealth Advisors, Inc.'s 20 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 13 | Q4 2020 | 26.4% |
| ISHARES TR | 13 | Q4 2020 | 12.3% |
| ISHARES TR | 13 | Q4 2020 | 17.7% |
| ISHARES TR | 13 | Q4 2020 | 17.1% |
| ISHARES INC | 13 | Q4 2020 | 10.3% |
| ISHARES TR | 13 | Q4 2020 | 13.6% |
| ISHARES TR | 13 | Q4 2020 | 9.7% |
| ISHARES TR | 13 | Q4 2020 | 5.7% |
| ISHARES TR | 13 | Q4 2020 | 3.9% |
| STARBUCKS CORP | 13 | Q4 2020 | 1.5% |
View Independence Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-16 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-07-31 |
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-01-17 |
| 13F-HR | 2019-11-05 |
| 13F-HR | 2019-07-25 |
| 13F-HR | 2019-05-01 |
| 13F-HR | 2019-02-11 |
| 13F-HR | 2018-11-07 |
View Independence Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.