Interactive Financial Advisors Incresed Positions in Q2 2025

Interactive Financial Advisors

  • $197 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RAVI
Flexshares Tr Ready Access Var

ETFs
113K
+ 903.33%
$75.04 - $75.51 $8.47M - $8.53M
125K $9.47M
IGM
Ishares Expanded Tech Sector E

ETFs
78
+ 0.17%
$79.8 - $112.34 $6.22K - $8.76K
46K $5.17M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.24K
+ 11.45%
$83.97 - $92.85 $692K - $765K
80.2K $7.08M
MSFT
Microsoft Corp

Technology
6
+ 0.6%
$354.56 - $497.45 $2.13K - $2.98K
1.01K $500K
FIW
First Trust Water ETF

ETFs
17
+ 0.1%
$90.26 - $108.05 $1.53K - $1.84K
16.5K $1.78M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
96
+ 1.18%
$118.46 - $143.72 $11.4K - $13.8K
8.22K $1.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.73%
$456.74 - $568.03 $5.02K - $6.25K
1.53K $866K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
89
+ 0.7%
$114.78 - $133.31 $10.2K - $11.9K
12.8K $1.71M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.2%
$221.86 - $362.89 $444 - $726
1K $318K
AMZN
Amazon Com Inc

Consumer Cyclical
9
+ 0.47%
$167.32 - $223.3 $1.51K - $2.01K
1.93K $423K
MS
Morgan Stanley

Financial Services
3
+ 0.15%
$99.83 - $140.86 $299 - $423
2K $282K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5
+ 0.11%
$72.96 - $90.39 $365 - $452
4.4K $392K
VPU
Vanguard Utilities ETF

ETFs
10
+ 0.22%
$158.36 - $178.82 $1.58K - $1.79K
4.6K $811K
XLB
Select Sector Spdr Fd Material

ETFs
33
+ 0.53%
$74.27 - $88.92 $2.45K - $2.93K
6.24K $547K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
632
+ 2.07%
$18.94 - $21.67 $12K - $13.7K
31.2K $660K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
392
+ 1.45%
N/A
27.3K $0
ESG
Flexshares Stoxx Us Esg Select
62
+ 0.18%
N/A
35.3K $0
IGE
Ishares Tr North Amern Nat Res

ETFs
171
+ 1.81%
$38.21 - $46.01 $6.53K - $7.87K
9.6K $424K
GATX
Gatx Corp

Industrials
1
+ 0.02%
$141.27 - $159.24 $141 - $159
4.51K $691K
REZ
Ishares Tr Residential And Mul

ETFs
129
+ 1.67%
$76.14 - $86.35 $9.82K - $11.1K
7.84K $645K
CVX
Chevron Corp

Energy
2
+ 0.14%
$133.73 - $168.51 $267 - $337
1.48K $211K
AAPL
Apple Inc.

Technology
11
+ 0.14%
$172.42 - $223.89 $1.9K - $2.46K
8.11K $1.66M
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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