Investment Advisory Group, LLC Purchases in Q2 2025

Investment Advisory Group, LLC

  • $320 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.3K
+ 2.45%
$329.49 - $438.4 $429K - $571K
54.5K $23.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12.4K
+ 2.18%
$29.12 - $35.84 $360K - $444K
580K $20.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.95K
+ 5.54%
$114.78 - $133.31 $1.03M - $1.19M
170K $22.7M
IVV
Ishares Core S&P 500 ETF

ETFs
861
+ 4.08%
$498.8 - $620.9 $429K - $535K
21.9K $13.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.21K
+ 4.25%
$82.96 - $110.1 $266K - $353K
78.6K $8.66M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.41K
+ 6.22%
$53.65 - $67.02 $505K - $631K
161K $10.8M
MSFT
Microsoft Corp

Technology
445
+ 3.94%
$354.56 - $497.45 $158K - $221K
11.7K $5.84M
NVDA
Nvidia Corp

Technology
842
+ 6.33%
$94.31 - $157.99 $79.4K - $133K
14.2K $2.24M
AMZN
Amazon Com Inc

Consumer Cyclical
147
+ 0.59%
$167.32 - $223.3 $24.6K - $32.8K
25.2K $5.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.96K
+ 9.76%
$51.16 - $62.02 $356K - $432K
78.3K $4.85M
VTI
Vanguard Total Stock Market Et

ETFs
730
+ 6.05%
$243.75 - $303.93 $178K - $222K
12.8K $3.89M
DFAX
Dimensional ETF Tr
699
+ 0.4%
$23.37 - $29.39 $16.3K - $20.5K
176K $5.16M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.8K
+ 3.52%
$41.55 - $46.04 $199K - $221K
141K $6.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.35%
$416.06 - $551.64 $8.32K - $11K
5.73K $3.16M
VTV
Vanguard Value ETF

ETFs
1.22K
+ 3.09%
$153.67 - $176.74 $188K - $216K
40.8K $7.21M
DFIC
Dimensional ETF Tr Dimensional

ETFs
12.9K
+ 109.05%
$24.94 - $31.15 $322K - $402K
24.7K $769K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.65K
+ 13.38%
$51.68 - $52.76 $395K - $404K
64.9K $3.42M
TSLA
Tesla, Inc.

Consumer Cyclical
98
+ 1.65%
$221.86 - $362.89 $21.7K - $35.6K
6.04K $1.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
145
+ 2.82%
$456.74 - $568.03 $66.2K - $82.4K
5.29K $3M
IHY
Vaneck ETF Tr International Hi

ETFs
16.1K
New
$20.23 - $22.1 $326K - $356K
16.1K $355K
FDVV
Fidelity High Dividend ETF

ETFs
6.48K
New
$43.6 - $52.02 $283K - $337K
6.48K $337K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
168
+ 0.34%
$65.84 - $80.81 $11.1K - $13.6K
50.2K $4.02M
IYW
Ishares Dj Us Tech ETF

ETFs
293
+ 3.79%
$122.57 - $173.27 $35.9K - $50.8K
8.03K $1.39M
AXP
American Express CO

Financial Services
948
New
$231.39 - $318.98 $219K - $302K
948 $302K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.62K
+ 18.86%
$77.94 - $79.5 $282K - $288K
22.8K $1.82M
DFIV
Dimensional ETF Tr

ETFs
5.02K
+ 19.2%
$34.67 - $43.21 $174K - $217K
31.2K $1.33M
VO
Vanguard Mid Cap ETF

ETFs
784
+ 41.88%
$228.54 - $279.83 $179K - $219K
2.66K $743K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.16K
+ 12.37%
$72.02 - $73.82 $227K - $233K
28.7K $2.11M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.38K
+ 6.44%
$55.54 - $69.09 $76.4K - $95.1K
22.7K $1.57M
HON
Honeywell International Inc

Industrials
1.02K
New
$182.86 - $232.88 $186K - $237K
1.02K $236K
GE
General Electric CO

Industrials
913
New
$166.81 - $257.39 $152K - $235K
913 $234K
GOOGL
Alphabet Inc.

Communication Services
593
+ 10.43%
$144.7 - $178.6 $85.8K - $106K
6.28K $1.11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.6K
+ 11.91%
$24.32 - $27.87 $307K - $352K
119K $3.14M
PM
Philip Morris International Inc.

Consumer Defensive
1.2K
New
$149.23 - $184.95 $179K - $222K
1.2K $218K
VMC
Vulcan Materials CO

Basic Materials
806
New
$226.49 - $276.01 $183K - $222K
806 $210K
IWN
Ishares Russell2000 Val ETF

ETFs
1.3K
New
$131.84 - $157.76 $172K - $206K
1.3K $205K
AVSF
American Centy ETF Tr Avantis

ETFs
4.3K
New
$46.28 - $47.03 $199K - $202K
4.3K $202K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.23K
New
$49.89 - $62.13 $161K - $201K
3.23K $200K
PLTR
Palantir Technologies Inc.

Technology
198
+ 6.22%
$74.01 - $144.25 $14.7K - $28.6K
3.38K $461K
VB
Vanguard Small Cap ETF

ETFs
13
+ 0.11%
$193.73 - $237.37 $2.52K - $3.09K
11.7K $2.77M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.14%
$299.15 - $396.54 $1.2K - $1.59K
2.8K $1.11M
ORCL
Oracle Corp

Technology
18
+ 0.83%
$122.82 - $218.63 $2.21K - $3.94K
2.19K $477K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.02K
+ 25.11%
$17.76 - $22.1 $89.1K - $111K
25K $552K
IVE
Ishares S&P 500 Value ETF

ETFs
126
+ 0.7%
$168.34 - $195.42 $21.2K - $24.6K
18.1K $3.53M
VEA
Vanguard Ftse Developed Market

ETFs
393
+ 1.92%
$45.65 - $57.01 $17.9K - $22.4K
20.8K $1.19M
WMT
Walmart Inc.

Consumer Defensive
954
+ 20.73%
$81.79 - $99.98 $78K - $95.4K
5.56K $543K
AVLV
American Centy ETF Tr Avantis
1.25K
+ 11.58%
$56.85 - $68.21 $71.3K - $85.5K
12.1K $824K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.04%
$180.84 - $240.32 $181 - $240
2.79K $670K
DFAU
Dimensional ETF Tr

ETFs
151
+ 0.68%
$34.04 - $42.36 $5.14K - $6.4K
22.4K $949K
Activity Summary
Buys All Purchases 102 New Holdings 12 Increased Positions 90 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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