• 13F History

Independence Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2020 - Feb 16, 2021
Value $
$44.6M
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 $44.6M as of Q4 2020. Top holdings included IVW, IJH, IWF, IWD, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2020 14 $44.6M +$8.72M -$363K +$8.35M IVW, IJH, IWF, IWD, IEFA 13F-HR 2/16/2021, 08:10 AM
Q3 2020 13 $38.8M +$1.24M -$2.57M -$1.34M IVW, IWF, IJH, IWD, IEFA 13F-HR 11/13/2020, 03:31 PM
Q2 2020 19 $41M +$1.88M -$48.8M -$46.9M IVW, IWF, IJH, IEFA, IWD 13F-HR 7/31/2020, 12:38 PM
Q1 2020 22 $81.6M +$1.62M -$1.17M +$446K AGG, IEMG, IEFA, IDV, DGRO 13F-HR 5/12/2020, 09:33 PM
Q4 2019 24 $102M +$4.78M -$2.57M +$2.21M IEFA, IDV, IEMG, DGRO, AGG 13F-HR 1/17/2020, 10:08 AM
Q3 2019 21 $94.8M +$5.22M -$6.9M -$1.68M IEFA, IDV, IEMG, DGRO, IVE 13F-HR 11/5/2019, 03:15 PM
Q2 2019 25 $101M +$7.11M -$261K +$6.85M IEFA, IDV, IEMG, DGRO, IWF 13F-HR 7/25/2019, 10:50 AM
Q1 2019 21 $92.7M +$14.1M -$12.1M +$1.99M IEFA, IEMG, IDV, DGRO, IVW 13F-HR 5/1/2019, 01:43 PM
Q4 2018 19 $83.2M +$429K -$5.45M -$5.02M IVE, IJH, IEFA, IDV, IEMG 13F-HR 2/11/2019, 03:32 PM
Q3 2018 19 $98.7M +$1.59M -$1.43M +$158K IEFA, IDV, IVE, IJH, IEMG 13F-HR 11/7/2018, 09:31 AM
Q2 2018 20 $96.3M +$2.61M -$1.74M +$870K IDV, IEFA, IJH, IVE, IEMG 13F-HR 7/25/2018, 06:11 PM
Q1 2018 26 $108M +$2.26M -$2.18M +$83.6K IEFA, IDV, IJH, IVE, IEMG 13F-HR 5/7/2018, 11:47 AM
Q4 2017 26 $109M IEFA, IDV, IJH, IVE, IEMG 13F-HR 3/15/2018, 02:28 PM