Ifg Advisors, LLC Incresed Positions in Q3 2025

Ifg Advisors, LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.78K
+ 6.99%
$567.77 - $614.76 $3.28M - $3.55M
88.5K $54.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
413
+ 0.36%
$617.65 - $666.84 $255K - $275K
116K $77.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.81K
+ 1.67%
$108.46 - $120.63 $630K - $701K
353K $42M
AAPL
Apple Inc.

Technology
86
+ 0.13%
$202.38 - $256.87 $17.4K - $22.1K
68.8K $17.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25.5K
+ 10.67%
$62.09 - $66.51 $1.58M - $1.7M
265K $17.3M
DVY
Ishares Tr

ETFs
2.27K
+ 2.05%
$133.88 - $142.57 $303K - $323K
113K $16M
VNQ
Vanguard Specialized Funds Van

ETFs
7.77K
+ 15.53%
$88.47 - $93.24 $687K - $724K
57.8K $5.28M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.4K
+ 3.74%
$72.04 - $77.35 $245K - $263K
94.3K $7.24M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.18K
+ 1.19%
$36.04 - $38.78 $78.5K - $84.4K
185K $7.13M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.85K
+ 6.08%
$76.16 - $78.59 $445K - $460K
102K $7.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.02K
+ 66.77%
$78.96 - $80.04 $475K - $482K
15K $1.2M
JPM
Jpmorgan Chase & CO

Financial Services
267
+ 3.13%
$282.78 - $316.06 $75.5K - $84.4K
8.79K $2.77M
MUB
Ishares National Muni Bond ETF

ETFs
2.1K
+ 10.22%
$103.24 - $106.68 $217K - $224K
22.6K $2.41M
SUB
Ishares Short Term National Mu

ETFs
2.28K
+ 19.95%
$106.17 - $107.3 $242K - $244K
13.7K $1.46M
IWB
Ishares Tr Russell 1000 ETF

ETFs
193
+ 4.42%
$339.37 - $366.46 $65.5K - $70.7K
4.56K $1.67M
MSFT
Microsoft Corp

Technology
33
+ 0.52%
$491.09 - $535.64 $16.2K - $17.7K
6.34K $3.28M
DFAX
Dimensional ETF Tr
485
+ 0.94%
$29.25 - $31.56 $14.2K - $15.3K
52.2K $1.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
101
+ 1.0%
$108.97 - $121.65 $11K - $12.3K
10.2K $1.23M
NOC
Northrop Grumman Corp

Industrials
50
+ 6.75%
$498.9 - $609.32 $24.9K - $30.5K
791 $481K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
227
+ 0.55%
$41.91 - $44.87 $9.51K - $10.2K
41.4K $1.85M
VUG
Vanguard Growth ETF

ETFs
17
+ 0.73%
$433.97 - $484.08 $7.38K - $8.23K
2.36K $1.13M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.15%
$357.4 - $423.42 $1.43K - $1.69K
2.64K $1.07M
IWR
Ishares Russell Mid Cap ETF

ETFs
215
+ 1.43%
$92.26 - $97.51 $19.8K - $21K
15.3K $1.47M
DFIV
Dimensional ETF Tr

ETFs
333
+ 1.72%
$42.66 - $46.53 $14.2K - $15.5K
19.7K $907K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.55K
+ 4.04%
$20.84 - $21.03 $74K - $74.7K
91.4K $1.91M
IVV
Ishares Core S&P 500 ETF

ETFs
72
+ 17.48%
$620.67 - $670.08 $44.7K - $48.2K
484 $323K
ITOT
Ishares Core S&P Total U.S. St

ETFs
36
+ 0.6%
$135.0 - $146.02 $4.86K - $5.26K
5.99K $872K
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.09%
$195.41 - $212.37 $782 - $849
4.32K $901K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
142
+ 0.6%
$39.8 - $42.86 $5.65K - $6.09K
23.9K $1.02M
AXP
American Express CO

Financial Services
4
+ 0.09%
$294.27 - $342.31 $1.18K - $1.37K
4.24K $1.41M
VTV
Vanguard Value ETF

ETFs
188
+ 13.56%
$175.51 - $186.57 $33K - $35.1K
1.57K $293K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.25%
$393.18 - $439.39 $1.18K - $1.32K
1.2K $520K
IWD
Ishares Russell 1000 Val ETF

ETFs
104
+ 6.62%
$192.76 - $203.86 $20K - $21.2K
1.68K $341K
IYR
Ishares Tr

ETFs
272
+ 7.54%
$94.16 - $98.46 $25.6K - $26.8K
3.88K $376K
IVE
Ishares S&P 500 Value ETF

ETFs
33
+ 1.54%
$194.44 - $206.51 $6.42K - $6.81K
2.18K $449K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.02%
$122.57 - $132.57 $123 - $133
4.01K $519K
VIG
Vanguard Dividend Appreciation

ETFs
120
+ 2.15%
N/A
5.71K $1.04M
AEE
Ameren Corp

Utilities
3
+ 0.12%
$95.0 - $104.38 $285 - $313
2.53K $263K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1
+ 0.05%
$187.97 - $199.47 $188 - $199
1.89K $376K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.46%
$291.67 - $316.99 $1.75K - $1.9K
1.32K $402K
QCOM
Qualcomm Inc

Technology
3
+ 0.13%
$145.84 - $173.55 $438 - $521
2.27K $377K
KO
Coca Cola CO

Consumer Defensive
510
+ 12.43%
$65.67 - $71.67 $33.5K - $36.6K
4.61K $305K
VGIT
Vanguard Intermediate Term Tre

ETFs
231
+ 6.55%
$58.97 - $60.36 $13.6K - $13.9K
3.76K $225K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.07%
$131.47 - $143.64 $131 - $144
1.51K $212K
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
1
+ 0.01%
$25.64 - $27.89 $25.6 - $27.9
9.19K $253K
IEMG
Ishares Inc

ETFs
151
+ 1.56%
N/A
9.84K $527K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
55
+ 0.59%
$47.76 - $48.46 $2.63K - $2.67K
9.34K $450K
Fidelity Wise Origin Bitcoin
9
+ 0.27%
N/A
3.34K $0
Dimensional ETF Trust
63
+ 0.78%
N/A
8.17K $0
Activity Summary
Buys All Purchases 64 New Holdings 4 Increased Positions 60 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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