Interactive Financial Advisors Reduced Holdings in Q2 2025

Interactive Financial Advisors

  • $197 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.48K
- 3.79%
$96.84 - $99.46 $530K - $545K
139K $13.8M
XLV
Select Sector Spdr Fund Health

ETFs
-98
- 0.43%
$128.77 - $144.3 $12.6K - $14.1K
22.7K $3.06M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-11.3K
- 5.65%
$22.54 - $23.17 $255K - $262K
189K $4.34M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-8.86K
- 16.38%
$55.5 - $69.0 $491K - $611K
45.2K $3.12M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.77K
- 5.49%
$32.62 - $33.58 $286K - $295K
151K $5.07M
XLE
Energy Sector Spdr

ETFs
-462
- 2.85%
$76.44 - $94.13 $35.3K - $43.5K
15.7K $1.33M
VO
Vanguard Mid Cap ETF

ETFs
-1.21K
- 14.35%
$228.54 - $279.83 $276K - $338K
7.22K $2.02M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-7.49K
- 16.79%
$27.24 - $33.15 $204K - $248K
37.1K $1.22M
VIG
Vanguard Dividend Appreciation

ETFs
-581
- 0.99%
N/A
58.3K $10.6M
BNDX
Vanguard Total International B

ETFs
-3.11K
- 3.48%
$48.77 - $49.55 $152K - $154K
86.3K $4.27M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-632
- 4.12%
$44.37 - $50.04 $28K - $31.6K
14.7K $698K
TIP
Ishares Tr Tips Bd ETF

ETFs
-320
- 3.16%
$107.93 - $110.97 $34.5K - $35.5K
9.8K $1.08M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-603
- 2.43%
$105.23 - $109.61 $63.5K - $66.1K
24.2K $2.65M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.25K
- 11.66%
$29.0 - $30.68 $36.2K - $38.3K
9.46K $290K
IVE
Ishares S&P 500 Value ETF

ETFs
-238
- 11.97%
$168.34 - $195.42 $40.1K - $46.5K
1.75K $341K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-387
- 11.7%
$77.94 - $79.5 $30.2K - $30.8K
2.92K $232K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.3K
- 2.27%
$67.03 - $80.35 $87.4K - $105K
56.1K $4.47M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-308
- 6.69%
$82.21 - $83.12 $25.3K - $25.6K
4.3K $356K
DHS
Wisdomtree Tr U.S

ETFs
-43
- 0.72%
$87.71 - $98.37 $3.77K - $4.23K
5.9K $566K
XLP
Consumer Staples Sector Spdr

ETFs
-230
- 0.92%
N/A
24.8K $1.88M
JPUS
Jpmorgan Diversified Return Us

ETFs
-260
- 4.66%
$102.8 - $118.19 $26.7K - $30.7K
5.32K $628K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
-22
- 0.25%
$25.77 - $27.23 $567 - $599
8.65K $223K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-331
- 1.58%
$22.06 - $22.48 $7.3K - $7.44K
20.6K $457K
MUB
Ishares National Muni Bond ETF

ETFs
-56
- 1.63%
$102.31 - $105.8 $5.73K - $5.92K
3.39K $354K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-4
- 0.04%
$22.18 - $23.36 $88.7 - $93.4
9.45K $211K
VCIT
Vanguard Intermediate Term Cor

ETFs
-198
- 1.99%
$79.56 - $82.92 $15.8K - $16.4K
9.76K $809K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-13
- 0.05%
$23.96 - $24.41 $311 - $317
27.4K $664K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-70
- 1.54%
$50.1 - $51.02 $3.51K - $3.57K
4.47K $228K
Horizon Fds
-96
- 0.44%
N/A
21.7K $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1
- 0.05%
$116.93 - $119.39 $117 - $119
1.86K $221K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.55K
- 6.31%
$152.42 - $182.82 $389K - $466K
37.9K $6.92M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-267
- 0.61%
$51.1 - $53.29 $13.6K - $14.2K
43.8K $2.33M
JPSE
J P Morgan Diversified Return

ETFs
-155
- 0.93%
$38.2 - $45.49 $5.92K - $7.05K
16.5K $750K
VOX
Vanguard Communication Service

ETFs
-63
- 3.77%
$133.12 - $171.03 $8.39K - $10.8K
1.61K $274K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-46
- 0.5%
$71.28 - $83.74 $3.28K - $3.85K
9.08K $760K
VCR
Vanguard Consumer Discretionar

ETFs
-36
- 2.64%
$290.42 - $364.35 $10.5K - $13.1K
1.33K $480K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-31
- 0.41%
$49.48 - $61.22 $1.53K - $1.9K
7.47K $455K
IBUY
Amplify ETF Tr Amplify Online

ETFs
-293
- 3.86%
$52.71 - $69.87 $15.4K - $20.5K
7.31K $504K
XLU
Utilities Sector Spdr

ETFs
-273
- 1.08%
$73.09 - $82.77 $20K - $22.6K
25.1K $2.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 1.14%
$496.48 - $617.85 $5.96K - $7.41K
1.04K $641K
XT
Ishares Tr Exponential Technol

ETFs
-128
- 1.34%
$49.86 - $65.25 $6.38K - $8.35K
9.41K $614K
PAVE
Global X Fds Us Infrastructure

ETFs
-166
- 1.05%
$33.78 - $43.68 $5.61K - $7.25K
15.6K $681K
IWN
Ishares Russell2000 Val ETF

ETFs
-216
- 0.91%
$131.84 - $157.76 $28.5K - $34.1K
23.6K $3.73M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.98K
- 3.67%
$72.61 - $88.75 $144K - $176K
52.1K $4.62M
EFV
Msci Eafe Value ETF

ETFs
-1.84K
- 2.75%
$52.4 - $64.65 $96.2K - $119K
64.9K $4.12M
VV
Vanguard Large Cap ETF

ETFs
-839
- 5.14%
$228.25 - $285.3 $192K - $239K
15.5K $4.42M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-413
- 3.46%
$40.51 - $71.03 $16.7K - $29.3K
11.5K $810K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-33
- 0.81%
$179.95 - $278.88 $5.94K - $9.2K
4.04K $1.13M
VEA
Vanguard Ftse Developed Market

ETFs
-14.3K
- 6.98%
$45.65 - $57.01 $654K - $817K
191K $10.9M
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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