INTERACTIVE FINANCIAL ADVISORS, INC. – Institutional Holdings & 13F Filings
Review INTERACTIVE FINANCIAL ADVISORS, INC.’s latest 13F filings, portfolio composition, sector allocations, and recent changes in institutional ownership. Updated quarterly from SEC disclosures.
| Symbol | Current Shares | Action | Shares Change | % Change | % of Portfolio | Avg Price (Est.) | Quarter-End Price | Source Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | 8,107.00 | Increased | 11.00 | 0.14% | 0.81% | $161.007 | $205.17 | 2025-06-30 |
| ACWX | 7,473.00 | Reduced | -31.00 | -0.41% | 0.22% | $47.7026 | $60.94 | 2025-06-30 |
| AEP | 3,500.00 | No Change | 0.00 | No Change | 0.18% | $78.5334 | $103.76 | 2025-06-30 |
| AGG | 138,908.00 | Reduced | -5,475.00 | -3.79% | 6.72% | $97.9905 | $99.2 | 2025-06-30 |
| AGZD | 20,598.00 | Reduced | -331.00 | -1.58% | 0.22% | $22.4033 | $22.23 | 2025-06-30 |
| ALL | 2,376.00 | No Change | 0.00 | No Change | 0.23% | $99.5841 | $201.31 | 2025-06-30 |
| AMZN | 1,931.00 | Increased | 9.00 | 0.47% | 0.21% | $139.3114 | $219.39 | 2025-06-30 |
| ANGL | 88,074.00 | Reduced | -4,097.00 | -4.45% | 1.26% | $28.6049 | $29.28 | 2025-06-30 |
| ARKK | 11,527.00 | Reduced | -413.00 | -3.46% | 0.40% | $42.0582 | $70.29 | 2025-06-30 |
| BNDX | 86,326.00 | Reduced | -3,111.00 | -3.48% | 2.08% | $49.1892 | $49.51 | 2025-06-30 |
| COST | 211.00 | No Change | 211.00 | No Change | 0.10% | $981.4089 | $989.94 | 2025-06-30 |
| CVX | 1,478.00 | Increased | 2.00 | 0.14% | 0.10% | $157.6751 | $143.19 | 2025-06-30 |
| DGRW | 9,079.00 | Reduced | -46.00 | -0.50% | 0.37% | $47.8125 | $83.74 | 2025-06-30 |
| DHS | 5,904.00 | Reduced | -43.00 | -0.72% | 0.28% | $73.3872 | $95.98 | 2025-06-30 |
| EFA | 4,395.00 | Increased | 5.00 | 0.11% | 0.19% | $68.956 | $89.39 | 2025-06-30 |
| EFAV | 3,830.00 | Increased | 341.00 | 9.77% | 0.16% | $68.6792 | $84.06 | 2025-06-30 |
| EFV | 64,940.00 | Reduced | -1,836.00 | -2.75% | 2.01% | $54.2106 | $63.48 | 2025-06-30 |
| ESG | 35,294.00 | Increased | 62.00 | 0.18% | 2.53% | $118.7138 | $146.83 | 2025-06-30 |
| FIW | 16,511.00 | Increased | 17.00 | 0.10% | 0.87% | $84.8051 | $107.98 | 2025-06-30 |
| FLOT | 4,473.00 | Reduced | -70.00 | -1.54% | 0.11% | $50.7183 | $51.02 | 2025-06-30 |
| GATX | 4,505.00 | Increased | 1.00 | 0.02% | 0.34% | $102.3013 | $153.56 | 2025-06-30 |
| GILD | 3,200.00 | No Change | 0.00 | No Change | 0.17% | $62.7309 | $110.87 | 2025-06-30 |
| GOVT | 188,810.00 | Reduced | -11,297.00 | -5.65% | 2.12% | $22.8298 | $22.98 | 2025-06-30 |
| HBTA | 21,713.00 | Reduced | -96.00 | -0.44% | 0.27% | $23.775 | $25.4 | 2025-06-30 |
| IBUY | 7,306.00 | Reduced | -293.00 | -3.86% | 0.25% | $54.0701 | $69.03 | 2025-06-30 |
| IDHQ | 37,123.00 | Reduced | -7,488.00 | -16.79% | 0.60% | $28.5974 | $32.98 | 2025-06-30 |
| IEI | 1,862.00 | Reduced | -1.00 | -0.05% | 0.11% | $114.9812 | $119.09 | 2025-06-30 |
| IGE | 9,599.00 | Increased | 171.00 | 1.81% | 0.21% | $31.9522 | $44.25 | 2025-06-30 |
| IGIB | 43,812.00 | Reduced | -267.00 | -0.61% | 1.14% | $53.4784 | $53.29 | 2025-06-30 |
| IGM | 46,015.00 | Increased | 78.00 | 0.17% | 2.52% | $60.3183 | $112.34 | 2025-06-30 |
| ITA | 20,348.00 | Reduced | -169.00 | -0.82% | 1.87% | $89.8239 | $188.64 | 2025-06-30 |
| IVE | 1,750.00 | Reduced | -238.00 | -11.97% | 0.17% | $153.4021 | $195.42 | 2025-06-30 |
| IVV | 43,143.00 | Reduced | -1,982.00 | -4.39% | 13.06% | $430.3139 | $620.9 | 2025-06-30 |
| IVW | 1,918.00 | No Change | 1,918.00 | No Change | 0.10% | $98.0147 | $110.1 | 2025-06-30 |
| IWM | 1,345.00 | No Change | 0.00 | No Change | 0.14% | $173.0068 | $215.79 | 2025-06-30 |
| IWN | 23,637.00 | Reduced | -216.00 | -0.91% | 1.82% | $143.2129 | $157.76 | 2025-06-30 |
| JPIN | 3,613.00 | No Change | 3,613.00 | No Change | 0.11% | $59.9549 | $64.13 | 2025-06-30 |
| JPSE | 16,507.00 | Reduced | -155.00 | -0.93% | 0.37% | $40.5212 | $45.49 | 2025-06-30 |
| JPUS | 5,315.00 | Reduced | -260.00 | -4.66% | 0.31% | $100.5802 | $118.19 | 2025-06-30 |
| JQUA | 10,218.00 | No Change | 0.00 | No Change | 0.30% | $44.7103 | $60.05 | 2025-06-30 |
| LQD | 24,181.00 | Reduced | -603.00 | -2.43% | 1.29% | $120.0802 | $109.61 | 2025-06-30 |
| MS | 2,003.00 | Increased | 3.00 | 0.15% | 0.14% | $99.8035 | $140.86 | 2025-06-30 |
| MSFT | 1,006.00 | Increased | 6.00 | 0.60% | 0.24% | $346.4663 | $497.41 | 2025-06-30 |
| MUB | 3,390.00 | Reduced | -56.00 | -1.63% | 0.17% | $104.8234 | $104.48 | 2025-06-30 |
| PAVE | 15,644.00 | Reduced | -166.00 | -1.05% | 0.33% | $34.5634 | $43.58 | 2025-06-30 |
| PFF | 9,464.00 | Reduced | -1,249.00 | -11.66% | 0.14% | $34.3164 | $30.68 | 2025-06-30 |
| PZA | 9,453.00 | Reduced | -4.00 | -0.04% | 0.10% | $24.1338 | $22.39 | 2025-06-30 |
| QQQ | 19,396.00 | Reduced | -807.00 | -3.99% | 5.22% | $415.8201 | $551.64 | 2025-06-30 |
| QUAL | 37,857.00 | Reduced | -2,551.00 | -6.31% | 3.37% | $135.8534 | $182.82 | 2025-06-30 |
| RAVI | 125,406.00 | Increased | 112,907.00 | 903.33% | 4.62% | $75.2952 | $75.51 | 2025-06-30 |