Interactive Financial Advisors Reduced Holdings in Q1 2025

Interactive Financial Advisors

  • $182 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RAVI
Flexshares Tr Ready Access Var

ETFs
-7.12K
- 36.29%
$75.2 - $75.58 $535K - $538K
12.5K $944K
IWN
Ishares Russell2000 Val ETF

ETFs
-196
- 0.82%
$149.27 - $169.4 $29.3K - $33.2K
23.9K $3.6M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-453
- 3.66%
$47.25 - $67.02 $21.4K - $30.4K
11.9K $568K
VIG
Vanguard Dividend Appreciation

ETFs
-534
- 0.9%
N/A
58.9K $10.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-107
- 6.6%
$507.05 - $563.67 $54.3K - $60.3K
1.51K $778K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-340
- 0.62%
$61.91 - $66.79 $21K - $22.7K
54.1K $3.37M
FIW
First Trust Water ETF

ETFs
-474
- 2.79%
$99.48 - $106.74 $47.2K - $50.6K
16.5K $1.66M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-37
- 0.45%
$131.8 - $147.86 $4.88K - $5.47K
8.13K $1.09M
JPSE
J P Morgan Diversified Return

ETFs
-159
- 0.95%
$42.78 - $48.51 $6.8K - $7.71K
16.7K $726K
XLP
Consumer Staples Sector Spdr

ETFs
-824
- 3.19%
N/A
25K $1.9M
VO
Vanguard Mid Cap ETF

ETFs
-40
- 0.47%
$251.87 - $277.95 $10.1K - $11.1K
8.43K $2.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
-23
- 2.14%
$551.42 - $612.93 $12.7K - $14.1K
1.05K $587K
IWM
Ishares Russell 2000 ETF

ETFs
-2
- 0.15%
$198.1 - $229.79 $396 - $460
1.35K $268K
XT
Ishares Tr Exponential Technol

ETFs
-124
- 1.28%
$57.56 - $64.0 $7.14K - $7.94K
9.54K $549K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-169
- 1.82%
$78.0 - $84.37 $13.2K - $14.3K
9.13K $728K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-267
- 2.05%
$126.11 - $135.06 $33.7K - $36.1K
12.8K $1.65M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.34K
- 4.2%
$20.2 - $22.24 $27.1K - $29.8K
30.6K $658K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-427
- 2.0%
$22.27 - $22.65 $9.51K - $9.67K
20.9K $467K
MUB
Ishares National Muni Bond ETF

ETFs
-32
- 0.92%
$104.71 - $107.69 $3.35K - $3.45K
3.45K $363K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
-93
- 1.06%
$26.9 - $27.93 $2.5K - $2.6K
8.68K $236K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-56
- 1.22%
$50.87 - $51.09 $2.85K - $2.86K
4.54K $231K
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.05%
$185.78 - $198.58 $186 - $199
1.99K $378K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-65
- 1.39%
$81.83 - $82.73 $5.32K - $5.38K
4.61K $381K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-57
- 0.21%
N/A
26.9K $0
ESG
Flexshares Stoxx Us Esg Select
-635
- 1.77%
N/A
35.2K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-47
- 1.4%
$77.7 - $78.94 $3.65K - $3.71K
3.31K $261K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-34
- 1.79%
$114.57 - $118.14 $3.9K - $4.02K
1.86K $220K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-410
- 1.63%
$105.1 - $109.61 $43.1K - $44.9K
24.8K $2.69M
IGE
Ishares Tr North Amern Nat Res

ETFs
-391
- 3.98%
$42.6 - $46.27 $16.7K - $18.1K
9.43K $428K
REZ
Ishares Tr Residential And Mul

ETFs
-399
- 4.92%
$78.21 - $88.48 $31.2K - $35.3K
7.71K $666K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-143
- 1.87%
$51.39 - $57.43 $7.35K - $8.21K
7.5K $416K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-131
- 0.48%
$23.61 - $24.38 $3.09K - $3.19K
27.4K $668K
DHS
Wisdomtree Tr U.S

ETFs
-144
- 2.36%
$91.55 - $99.74 $13.2K - $14.4K
5.95K $589K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-53
- 1.19%
$74.85 - $84.89 $3.97K - $4.5K
4.39K $358K
VPU
Vanguard Utilities ETF

ETFs
-28
- 0.61%
$161.24 - $173.33 $4.51K - $4.85K
4.59K $783K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-13
- 0.03%
$50.82 - $52.7 $661 - $685
44.1K $2.32M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-86
- 0.19%
$28.25 - $31.5 $2.43K - $2.71K
44.6K $1.34M
ITA
Ishares Tr

ETFs
-147
- 0.71%
$144.84 - $159.5 $21.3K - $23.4K
20.5K $3.14M
EFV
Msci Eafe Value ETF

ETFs
-776
- 1.15%
$51.88 - $60.73 $40.3K - $47.1K
66.8K $3.94M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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