Ifg Advisory, LLC Incresed Positions in Q2 2025

Ifg Advisory, LLC

  • $1.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
8.1K
+ 5.08%
$25.93 - $32.91 $210K - $266K
167K $5.51M
IEF
Ishares Barclays

ETFs
8.61K
+ 10.94%
$93.15 - $96.56 $802K - $831K
87.3K $8.36M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.26K
+ 10.85%
$81.46 - $94.63 $591K - $687K
74.1K $7.01M
OSK
Oshkosh Corp

Industrials
24
+ 0.06%
$79.17 - $113.62 $1.9K - $2.73K
43K $4.88M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.56K
+ 2.91%
$61.92 - $81.5 $96.8K - $127K
55.4K $4.51M
IGV
Ishares Expanded Tech Software

ETFs
1.24K
+ 3.93%
$80.15 - $109.5 $99.6K - $136K
32.9K $3.6M
CSCO
Cisco Systems, Inc.

Technology
1.52K
+ 1.83%
$53.19 - $69.38 $80.6K - $105K
84.4K $5.86M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.97K
+ 8.41%
$91.43 - $91.74 $729K - $731K
103K $9.43M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.56K
+ 272.78%
$59.24 - $71.39 $566K - $683K
13.1K $931K
DVY
Ishares Tr

ETFs
5.67K
+ 15.21%
$118.37 - $134.86 $671K - $764K
42.9K $5.7M
SEIC
Sei Investments CO

Financial Services
104
+ 0.19%
$66.45 - $89.86 $6.91K - $9.35K
56.1K $5.04M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.36K
+ 6.45%
$75.29 - $91.16 $253K - $307K
55.5K $5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.42K
+ 3.12%
$53.65 - $67.02 $130K - $162K
80.1K $5.37M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
15.2K
+ 19.48%
$41.1 - $42.37 $624K - $644K
93.2K $3.94M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16K
+ 35.91%
$22.27 - $29.21 $356K - $468K
60.6K $1.77M
XLRE
Select Sector Spdr Tr Real Est

ETFs
15.9K
+ 105.13%
$37.08 - $42.26 $589K - $671K
31K $1.28M
HAS
Hasbro, Inc.

Consumer Cyclical
1.84K
+ 4.42%
$50.71 - $73.82 $93.5K - $136K
43.5K $3.21M
WES
Western Midstream Partners, LP

Energy
17.1K
+ 183.62%
$34.99 - $41.61 $597K - $710K
26.3K $1.02M
ADI
Analog Devices Inc

Technology
514
+ 3.71%
$164.6 - $238.02 $84.6K - $122K
14.4K $3.42M
IWM
Ishares Russell 2000 ETF

ETFs
479
+ 1.51%
$174.82 - $215.79 $83.7K - $103K
32.2K $6.95M
GLDM
World Gold Trust

ETFs
8.94K
+ 97.25%
$58.96 - $67.97 $527K - $607K
18.1K $1.19M
IBM
International Business Machines Corp

Technology
1.25K
+ 25.32%
$221.03 - $294.78 $276K - $368K
6.18K $1.82M
XOM
Exxon Mobil Corp

Energy
11.6K
+ 18.6%
$99.93 - $119.04 $1.16M - $1.38M
73.9K $7.97M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
10.1K
+ 12.46%
$43.28 - $50.37 $437K - $508K
91.1K $4.56M
FPX
First Trust Us Equity Opportun

ETFs
2.46K
+ 42.34%
$99.2 - $144.91 $244K - $356K
8.26K $1.2M
VV
Vanguard Large Cap ETF

ETFs
188
+ 1.14%
$228.25 - $285.3 $42.9K - $53.6K
16.7K $4.77M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.06K
+ 126.35%
$100.35 - $100.71 $508K - $509K
9.06K $912K
FDL
First Tr Morningstar Dividend

ETFs
12.7K
+ 89.46%
$38.19 - $43.19 $484K - $547K
26.8K $1.12M
AOR
Ishares Tr Core Growth Allocat

ETFs
6.45K
+ 23.68%
$53.36 - $61.57 $344K - $397K
33.7K $2.08M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.74K
+ 17.04%
$47.46 - $55.3 $415K - $483K
60K $3.31M
RTX
Raytheon Technologies Corp

Industrials
406
+ 1.26%
$113.75 - $148.48 $46.2K - $60.3K
32.6K $4.75M
VOT
Vanguard Mid Cap Growth Index

ETFs
317
+ 3.21%
$216.28 - $284.39 $68.6K - $90.2K
10.2K $2.9M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
21.3K
+ 11.74%
$23.58 - $24.2 $503K - $516K
203K $4.89M
CGCP
Capital Group Core Plus Income

ETFs
21.2K
+ 46.45%
$21.92 - $22.56 $464K - $478K
66.8K $1.5M
SCHW
Schwab Charles Corp

Financial Services
301
+ 0.91%
$69.06 - $91.24 $20.8K - $27.5K
33.5K $3.06M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.68K
+ 11.11%
$72.32 - $86.4 $266K - $318K
36.8K $3.18M
FTCS
First Trust Capital Strength E

ETFs
520
+ 0.16%
$81.6 - $92.39 $42.4K - $48K
328K $29.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.82K
+ 4.52%
$49.79 - $50.75 $439K - $448K
204K $10.3M
CGUS
Capital Group Core Equity ETF
10.6K
+ 61.95%
$29.93 - $36.93 $318K - $393K
27.8K $1.03M
CAT
Caterpillar Inc

Industrials
377
+ 7.26%
$273.94 - $388.21 $103K - $146K
5.57K $2.16M
UBER
Uber Technologies, Inc

Technology
3.08K
+ 39.45%
$64.62 - $93.3 $199K - $287K
10.9K $1.01M
AXP
American Express CO

Financial Services
86
+ 1.06%
$231.39 - $318.98 $19.9K - $27.4K
8.2K $2.62M
DFAI
Dimensional ETF Tr

ETFs
9.03K
+ 26.62%
$28.02 - $34.71 $253K - $313K
42.9K $1.48M
XAR
Spdr S&P Aerospace & Defense E

ETFs
981
+ 22.94%
$144.94 - $210.94 $142K - $207K
5.26K $1.11M
TFLO
Ishares Treasury Floating Rate

ETFs
8.3K
+ 29.14%
$50.47 - $50.66 $419K - $420K
36.8K $1.86M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.19K
+ 3.48%
$27.46 - $33.2 $87.7K - $106K
95.1K $3.16M
IGF
Ishares Global Infrastructure

ETFs
2.93K
+ 5.61%
$50.55 - $59.83 $148K - $175K
55.1K $3.26M
MUB
Ishares National Muni Bond ETF

ETFs
3.97K
+ 19.95%
$102.31 - $105.8 $406K - $420K
23.8K $2.49M
KEYS
Keysight Technologies, Inc.

Technology
61
+ 0.22%
$127.02 - $165.4 $7.75K - $10.1K
27.2K $4.45M
Activity Summary
Buys All Purchases 485 New Holdings 78 Increased Positions 407 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 1
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