Moneywise, Inc. Sells in Q2 2025

Moneywise, Inc.

  • $199 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-441K
- 34.71%
$19.6 - $24.44 $8.65M - $10.8M
830K $20.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-62.5K
- 87.41%
$82.96 - $110.1 $5.19M - $6.88M
9K $991K
VO
Vanguard Mid Cap ETF

ETFs
-21.3K
- 69.93%
$228.54 - $279.83 $4.87M - $5.96M
9.16K $2.56M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-84.3K
- 47.06%
$47.46 - $55.3 $4M - $4.66M
94.8K $5.23M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-44.9K
- 33.06%
$108.12 - $135.04 $4.85M - $6.06M
90.9K $12.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-56.2K
- 71.31%
$51.16 - $62.02 $2.87M - $3.48M
22.6K $1.4M
VV
Vanguard Large Cap ETF

ETFs
-15.8K
- 28.72%
$228.25 - $285.3 $3.61M - $4.51M
39.3K $11.2M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-56.5K
- 73.85%
$32.99 - $38.01 $1.86M - $2.15M
20K $755K
VB
Vanguard Small Cap ETF

ETFs
-8.17K
- 62.5%
$193.73 - $237.37 $1.58M - $1.94M
4.9K $1.16M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-24.3K
- 26.83%
$32.0 - $39.87 $778K - $969K
66.3K $2.64M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-29.5K
- 15.52%
$22.92 - $28.05 $676K - $827K
161K $4.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.36K
- 10.5%
$45.12 - $46.23 $422K - $433K
79.8K $3.69M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-4.94K
- 36.39%
$68.11 - $69.33 $337K - $343K
8.64K $599K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-6.98K
- 18.3%
$46.92 - $55.01 $327K - $384K
31.2K $1.69M
FTCS
First Trust Capital Strength E

ETFs
-2.95K
- 24.24%
$81.6 - $92.39 $241K - $273K
9.23K $838K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.95K
- 18.05%
$68.13 - $74.77 $201K - $221K
13.4K $975K
BIBL
Northern Lts Fd Tr Iv

ETFs
-10.4K
- 14.35%
$33.5 - $41.33 $347K - $429K
61.9K $2.56M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-18.6K
- 11.99%
$20.42 - $25.3 $380K - $470K
136K $3.45M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.27K
- 13.4%
$47.02 - $47.83 $107K - $109K
14.7K $701K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-625
- 4.39%
$55.57 - $62.73 $34.7K - $39.2K
13.6K $838K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-921
- 10.25%
$35.35 - $42.68 $32.6K - $39.3K
8.07K $343K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.24K
- 10.84%
$17.76 - $22.1 $39.8K - $49.5K
18.4K $407K
Northern Lts Fd Tr Iv
-12.8K
- 28.57%
N/A
31.9K $0
Blackrock ETF Trust Ii
-20K
- 70.0%
N/A
8.57K $0
FYC
First Trust Small Cap Growth A

ETFs
-3.03K
- 10.38%
$61.01 - $79.58 $185K - $241K
26.2K $2.08M
GOOG
Alphabet Inc.

Communication Services
-119
- 2.36%
$146.58 - $180.01 $17.4K - $21.4K
4.92K $872K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-3.93K
- 9.98%
$83.67 - $109.12 $328K - $428K
35.4K $3.86M
Activity Summary
Buys All Purchases 42 New Holdings 21 Increased Positions 21 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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