13F Filings History of Independence Wealth Advisors, Inc.

Latest 13F report
Q4 2020 - 16 Feb 2021
Value $
$44,598,000
Signature - Title
Kathleen Duffy - President
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by Independence Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Independence Wealth Advisors, Inc. reported 14 stock holdings with total value $44,598,000 as of Q4 2020. Top holdings included IVW, IJH, IWF, IWD, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2020 14 $44,598,000 +$8,715,464 -$363,068 +$8,352,396 IVW, IJH, IWF, IWD, IEFA 13F-HR 16 Feb 2021, 09:10
Q3 2020 13 $38,755,000 +$1,235,211 -$7,004,275 -$5,769,064 IVW, IWF, IJH, IWD, IEFA 13F-HR 13 Nov 2020, 16:31
Q2 2020 19 $41,565,000 +$1,881,946 -$54,474,964 -$52,593,018 IVW, IWF, IJH, IEFA, IWD 13F-HR 31 Jul 2020, 12:38
Q1 2020 22 $83,192,000 +$1,813,645 -$1,698,820 +$114,825 AGG, IEMG, IEFA, IDV, DGRO 13F-HR 12 May 2020, 21:33
Q4 2019 24 $102,955,000 +$4,888,868 -$2,565,702 +$2,323,166 IEFA, IDV, IEMG, DGRO, AGG 13F-HR 17 Jan 2020, 11:08
Q3 2019 21 $94,773,000 +$5,215,376 -$12,044,995 -$6,829,619 IEFA, IDV, IEMG, DGRO, IVE 13F-HR 05 Nov 2019, 16:15
Q2 2019 25 $101,396,000 +$7,113,303 -$261,259 +$6,852,044 IEFA, IDV, IEMG, DGRO, IWF 13F-HR 25 Jul 2019, 10:50
Q1 2019 21 $92,708,000 +$14,086,645 -$12,095,093 +$1,991,552 IEFA, IEMG, IDV, DGRO, IVW 13F-HR 01 May 2019, 13:43
Q4 2018 19 $83,207,000 +$428,590 -$5,445,632 -$5,017,042 IVE, IJH, IEFA, IDV, IEMG 13F-HR 11 Feb 2019, 16:32
Q3 2018 19 $98,740,000 +$1,591,701 -$1,592,471 -$770 IEFA, IDV, IVE, IJH, IEMG 13F-HR 07 Nov 2018, 10:31
Q2 2018 20 $96,257,000 +$2,607,941 -$14,310,576 -$11,702,635 IDV, IEFA, IJH, IVE, IEMG 13F-HR 25 Jul 2018, 18:11
Q1 2018 26 $108,195,000 +$2,262,653 -$2,179,020 +$83,633 IEFA, IDV, IJH, IVE, IEMG 13F-HR 07 May 2018, 11:47
Q4 2017 26 $109,336,000 $0 $0 $0 IEFA, IDV, IJH, IVE, IEMG 13F-HR 15 Mar 2018, 14:28