Retirement Income Solutions, Inc Sells in Q2 2025

Retirement Income Solutions, Inc

  • $535 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-159K
- 71.23%
$498.8 - $620.9 $79.5M - $98.9M
64.3K $40M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-496K
- 65.77%
$51.16 - $62.02 $25.4M - $30.8M
258K $16M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-20.4K
- 29.07%
$108.06 - $135.3 $2.2M - $2.76M
49.8K $6.73M
AAPL
Apple Inc.

Technology
-269
- 1.26%
$172.42 - $223.89 $46.4K - $60.2K
21K $4.32M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.2K
- 10.5%
$45.11 - $52.34 $234K - $272K
44.3K $2.32M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.13K
- 5.93%
$166.82 - $194.23 $355K - $414K
33.8K $6.56M
XLE
Energy Sector Spdr

ETFs
-539
- 4.94%
$76.44 - $94.13 $41.2K - $50.7K
10.4K $880K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.38K
- 12.94%
$72.96 - $90.39 $319K - $396K
29.4K $2.63M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.64K
- 15.46%
$46.41 - $47.7 $122K - $126K
14.4K $685K
DTE
Dte Energy CO

Utilities
-663
- 21.9%
$127.39 - $139.49 $84.5K - $92.5K
2.37K $313K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.91K
- 26.48%
$22.43 - $23.23 $87.6K - $90.7K
10.8K $251K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.37K
- 23.71%
$91.62 - $116.16 $125K - $159K
4.39K $510K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.94K
- 23.79%
$29.12 - $35.84 $85.5K - $105K
9.41K $337K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.75K
- 16.65%
$34.72 - $42.74 $95.4K - $117K
13.8K $588K
XOM
Exxon Mobil Corp

Energy
-189
- 6.04%
$99.93 - $119.04 $18.9K - $22.5K
2.94K $317K
VONE
Vanguard Russell 1000 ETF

ETFs
-507
- 15.01%
$225.48 - $279.48 $114K - $142K
2.87K $802K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-416
- 6.29%
$116.93 - $119.39 $48.6K - $49.7K
6.2K $737K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.25K
- 20.45%
$39.89 - $49.46 $49.9K - $61.8K
4.86K $240K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 1.03%
$285.55 - $321.23 $4.28K - $4.82K
1.44K $420K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-946
- 5.77%
$38.18 - $45.52 $36.1K - $43.1K
15.4K $675K
VEA
Vanguard Ftse Developed Market

ETFs
-1.22K
- 18.65%
$45.65 - $57.01 $55.8K - $69.7K
5.33K $303K
TSLA
Tesla, Inc.

Consumer Cyclical
-249
- 27.24%
$221.86 - $362.89 $55.2K - $90.4K
665 $211K
XLF
Financial Sector Spdr

ETFs
-919
- 9.02%
$43.92 - $52.37 $40.4K - $48.1K
9.27K $485K
VTV
Vanguard Value ETF

ETFs
-224
- 3.74%
$153.67 - $176.74 $34.4K - $39.6K
5.76K $1.02M
CRM
Salesforce, Inc.

Technology
-73
- 4.88%
$236.26 - $291.15 $17.2K - $21.3K
1.42K $388K
VB
Vanguard Small Cap ETF

ETFs
-106
- 11.03%
$193.73 - $237.37 $20.5K - $25.2K
855 $202K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-161
- 13.43%
$170.2 - $211.82 $27.4K - $34.1K
1.04K $219K
Fidelity Covington Trust
-28.8K
- 17.56%
N/A
135K $0
Fidelity Wise Origin Bitcoin
-530
- 10.77%
N/A
4.39K $0
IWN
Ishares Russell2000 Val ETF

ETFs
-63
- 3.56%
$131.84 - $157.76 $8.31K - $9.94K
1.71K $269K
IWM
Ishares Russell 2000 ETF

ETFs
-125
- 7.09%
$174.82 - $215.79 $21.9K - $27K
1.64K $353K
SLI
Standard Lithium Ltd.

Basic Materials
-19.6K
- 26.89%
$1.11 - $1.96 $21.8K - $38.4K
53.3K $104K
GLD
Spdr Gold Trust

ETFs
-162
- 3.29%
$273.71 - $316.29 $44.3K - $51.2K
4.76K $1.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-375
- 8.03%
$456.74 - $568.03 $171K - $213K
4.29K $2.44M
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.39K
- 3.36%
$36.35 - $41.3 $50.5K - $57.3K
39.9K $1.65M
IVE
Ishares S&P 500 Value ETF

ETFs
-22
- 0.21%
$168.34 - $195.42 $3.7K - $4.3K
10.4K $2.04M
EEM
Ishares Msci Emerging Markets

ETFs
-665
- 3.74%
$38.52 - $48.28 $25.6K - $32.1K
17.1K $825K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-30
- 2.02%
$273.67 - $366.17 $8.21K - $11K
1.45K $532K
IWR
Ishares Russell Mid Cap ETF

ETFs
-695
- 2.76%
$74.88 - $91.97 $52K - $63.9K
24.5K $2.25M
JPM
Jpmorgan Chase & CO

Financial Services
-95
- 2.27%
$210.28 - $289.91 $20K - $27.5K
4.1K $1.19M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-295
- 2.76%
$468.22 - $566.51 $138K - $167K
10.4K $5.88M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.24K
- 2.15%
$22.27 - $29.21 $27.5K - $36.1K
56.2K $1.64M
VO
Vanguard Mid Cap ETF

ETFs
-331
- 2.25%
$228.54 - $279.83 $75.6K - $92.6K
14.4K $4.03M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-129
- 2.68%
$179.95 - $278.88 $23.2K - $36K
4.69K $1.31M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-13.1K
- 6.83%
$40.79 - $50.93 $532K - $665K
178K $9.07M
SPYG
Spdr Portfolio

ETFs
-1.37K
- 3.59%
$71.83 - $95.32 $98.5K - $131K
36.8K $3.51M
AMZN
Amazon Com Inc

Consumer Cyclical
-204
- 1.12%
$167.32 - $223.3 $34.1K - $45.6K
18K $3.95M
XLK
Technology Sector Spdr

ETFs
-259
- 2.08%
$179.73 - $253.23 $46.6K - $65.6K
12.2K $3.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-178
- 0.89%
$272.36 - $339.57 $48.5K - $60.4K
19.9K $6.77M
Activity Summary
Buys All Purchases 53 New Holdings 20 Increased Positions 33 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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