Ifg Advisors, LLC Reduced Holdings in Q2 2025

Ifg Advisors, LLC

  • $582 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-3.81K
- 3.33%
$118.37 - $134.86 $451K - $514K
111K $14.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.65K
- 4.68%
$77.74 - $78.78 $517K - $524K
136K $10.7M
XOM
Exxon Mobil Corp

Energy
-575
- 2.82%
$99.93 - $119.04 $57.5K - $68.4K
19.8K $2.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 1.63%
$483.48 - $539.8 $29K - $32.4K
3.63K $1.76M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.48K
- 6.95%
$18.94 - $21.67 $84.9K - $97.1K
60K $1.27M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-962
- 11.25%
$100.35 - $100.71 $96.5K - $96.9K
7.59K $764K
AON
Aon PLC

Financial Services
-76
- 5.18%
$335.85 - $398.81 $25.5K - $30.3K
1.39K $495K
VIG
Vanguard Dividend Appreciation

ETFs
-345
- 5.81%
N/A
5.59K $1.02M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.01K
- 22.26%
$58.63 - $59.9 $59.2K - $60.5K
3.53K $211K
IWD
Ishares Russell 1000 Val ETF

ETFs
-306
- 16.29%
$166.82 - $194.23 $51K - $59.4K
1.57K $305K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.24K
- 6.48%
$35.35 - $42.68 $114K - $138K
46.7K $1.99M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-744
- 7.42%
$47.02 - $47.83 $35K - $35.6K
9.28K $443K
IDEV
Ishares Core Msci Intl Develop

ETFs
-835
- 12.21%
$61.79 - $76.67 $51.6K - $64K
6K $456K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-781
- 11.59%
$108.12 - $135.04 $84.4K - $105K
5.96K $804K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-105
- 2.26%
$50.36 - $50.68 $5.29K - $5.32K
4.54K $230K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-72
- 1.18%
N/A
6.05K $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
-19
- 0.43%
$83.54 - $100.04 $1.59K - $1.9K
4.4K $437K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-146
- 3.72%
$55.54 - $69.09 $8.11K - $10.1K
3.78K $261K
USB
Us Bancorp \De\

Financial Services
-658
- 4.04%
$36.4 - $45.76 $24K - $30.1K
15.6K $706K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-330
- 4.89%
$52.84 - $65.52 $17.4K - $21.6K
6.42K $420K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1K
- 6.23%
$74.88 - $91.97 $74.9K - $92K
15K $1.38M
NKE
Nike, Inc.

Consumer Cyclical
-60
- 1.07%
$53.27 - $72.04 $3.2K - $4.32K
5.54K $393K
DFAE
Dimensional ETF Tr

ETFs
-7
- 0.05%
$22.87 - $28.95 $160 - $203
14.5K $419K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-319
- 0.77%
$36.25 - $42.28 $11.6K - $13.5K
41.2K $1.74M
DFIV
Dimensional ETF Tr

ETFs
-272
- 1.39%
$34.67 - $43.21 $9.43K - $11.8K
19.3K $828K
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 2.88%
$1794.73 - $2613.63 $5.38K - $7.84K
101 $263K
VBK
Vanguard Small Cap Growth ETF

ETFs
-28
- 0.97%
$219.76 - $276.94 $6.15K - $7.75K
2.85K $789K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-343
- 2.58%
$53.65 - $67.02 $18.4K - $23K
12.9K $866K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-203
- 4.44%
$272.36 - $339.57 $55.3K - $68.9K
4.37K $1.48M
VTI
Vanguard Total Stock Market Et

ETFs
-142
- 2.68%
$243.75 - $303.93 $34.6K - $43.2K
5.16K $1.57M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-708
- 0.39%
$29.12 - $35.84 $20.6K - $25.4K
183K $6.55M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.43K
- 3.0%
$104.23 - $134.39 $253K - $327K
78.5K $10.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-477
- 0.67%
$416.06 - $551.64 $198K - $263K
71.3K $39.3M
Activity Summary
Buys All Purchases 98 New Holdings 14 Increased Positions 84 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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