First Command Advisory Services, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), First Command Advisory Services, Inc. reported 616 stock positions worth $10.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 53.5% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 9.0%) and iShares Core S&P Midcap ETF (IJH, 8.9%). Compared with Q4 2024, it opened 216 new positions, sold out of 37, added to 135 and reduced 123. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +12%) and the biggest sale Invesco S&P 500 Quality ETF (SPHQ, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- FORT WORTH, TX
- CIK
- 0001727336
- Portfolio Value
- $10.4B (Q1 2025)
- SEC Filing
- 0001727336-25-000003 ↗ filed May 2, 2025
Holdings Value
Holdings 616 stocks · $10.4B
| IVV iShares Core S&P 500 ETF | 53.54% | 9,941,646 | $5.6B | Add +12.1% |
| IJR iShares Core S&P Small-Cap E | 8.98% | 8,958,512 | $936.9M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 8.93% | 15,161,869 | $932.4M | Add +39.7% |
| QQQM Invesco Nasdaq 100 ETF | 8.48% | 4,829,868 | $884.8M | Reduce -0.5% |
| EWJ iShares MSCI Japan ETF | 3.98% | 6,058,702 | $415.4M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.87% | 2,579,915 | $195.2M | Add +7.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.35% | 545,449 | $141.1M | Add +5.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.89% | 1,407,120 | $93.3M | Reduce -88.7% |
| DGRO iShares Core Dividend Growth | 0.89% | 1,507,459 | $93.2M | Reduce -0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.81% | 1,281,587 | $84.3M | Add +38.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.80% | 1,808,537 | $83.3M | Add +15.8% |
| DEXC Dimensional Em Ex Cce ETF | 0.79% | 1,733,083 | $82.6M | New |
| IAU iShares Gold Trust | 0.74% | 1,308,919 | $77.2M | Reduce -5.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.67% | 1,020,134 | $70.3M | Add +18.6% |
| DFAS Dimensional US Small Cap ETF | 0.66% | 1,150,445 | $68.7M | Add +12.3% |
| VGSH Vanguard Short-Term Treasury | 0.58% | 1,033,345 | $60.6M | Add +3.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.55% | 708,244 | $56.9M | Add +8.5% |
| VNQ Vanguard Real Estate ETF | 0.49% | 566,492 | $51.3M | Add +4.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.47% | 954,186 | $48.8M | Add +17.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 212,066 | $47.0M | Add +4.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.35% | 835,116 | $37.0M | Add +7.4% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 949,867 | $26.6M | Add +8.4% |
| DFAT Dimensional US Target Value | 0.25% | 507,294 | $26.1M | Add +11.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.22% | 557,255 | $22.7M | Add +16.5% |
| INTF iShares International Equity | 0.22% | 731,961 | $22.6M | Add +7.4% |
| VOO Vanguard S&P 500 ETF | 0.20% | 39,818 | $20.5M | Reduce -0.4% |
| IEMG iShares Core MSCI Emerging | 0.18% | 356,909 | $19.3M | Add +18.6% |
| DFIV Dimensional International Va | 0.17% | 457,716 | $18.0M | Add +10.8% |
| OMFS Invesco RSL 2000 DYN Mltfctr | 0.16% | 447,735 | $17.0M | Add +15.3% |
| USHY iShares Broad Usd High Yield | 0.15% | 432,007 | $15.9M | Add +15.1% |
| TBLL Invesco Short Term Treasury | 0.14% | 139,299 | $14.7M | Add +2960.2% |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 112,186 | $10.2M | Add +15.7% |
| MSFT Microsoft Corp. | 0.09% | 24,054 | $9.0M | Reduce -0.6% |
| AAPL Apple Inc. | 0.08% | 39,028 | $8.7M | Reduce -0.6% |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 71,296 | $7.8M | Reduce -26.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 12,936 | $6.9M | Reduce -3.4% |
| IXUS iShares Core Intl Stock ETF | 0.06% | 93,380 | $6.5M | Reduce -27.5% |
| XOM Exxon Mobil Corp. | 0.05% | 44,942 | $5.3M | Add +20.7% |
| PG The Procter & Gamble Co. | 0.04% | 23,386 | $4.0M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.04% | 19,631 | $3.7M | Add +2.1% |
| CVX Chevron Corp. | 0.03% | 21,641 | $3.6M | Reduce -4.2% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 14,019 | $2.7M | Reduce -28.7% |
| NOC Northrop Grumman Corp. | 0.03% | 5,218 | $2.7M | Reduce -7.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.03% | 86,723 | $2.6M | Add +11.7% |
| NVDA Nvidia Corp. | 0.02% | 22,808 | $2.5M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 8,794 | $2.4M | Add +57.1% |
| JNJ Johnson & Johnson | 0.02% | 14,327 | $2.4M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.02% | 9,306 | $2.3M | Add +0.4% |
| HD Home Depot Inc. | 0.02% | 6,092 | $2.2M | Reduce -10.1% |
| V Visa Inc. Class A | 0.02% | 5,788 | $2.0M | Reduce -5.7% |
| WMT Walmart Inc. | 0.02% | 21,094 | $1.9M | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.02% | 2,071 | $1.7M | Add +3.9% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 18,247 | $1.7M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 0.02% | 2,757 | $1.6M | Reduce -2.4% |
| VXUS Vanguard Total Intl Stock | 0.02% | 25,504 | $1.6M | Reduce -32.9% |
| MCD McDonald's Corp. | 0.01% | 4,933 | $1.5M | Reduce -3.0% |
| PEP Pepsico Inc. | 0.01% | 10,237 | $1.5M | Reduce -8.6% |
| ABBV Abbvie Inc. | 0.01% | 7,157 | $1.5M | Add +5.1% |
| UNP Union Pacific Corp. | 0.01% | 6,289 | $1.5M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.01% | 9,259 | $1.4M | Reduce -4.0% |
| ABT Abbott Laboratories | 0.01% | 10,526 | $1.4M | Add +9.7% |
| COST Costco Wholesale Corp. | 0.01% | 1,476 | $1.4M | Reduce -3.4% |
| BSMQ Invesco Bulletshares 2026 MB | 0.01% | 57,593 | $1.4M | Add +88.5% |
| LMT Lockheed Martin Corp. | 0.01% | 2,995 | $1.3M | Reduce -0.3% |
| FVD First Trust Value Line DVD | 0.01% | 28,798 | $1.3M | Reduce -12.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.01% | 2,240 | $1.3M | Add +19.1% |
| KO The Coca-Cola Co. | 0.01% | 17,494 | $1.3M | Add +1.5% |
| CSCO Cisco Systems Inc. | 0.01% | 20,250 | $1.2M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.01% | 8,057 | $1.2M | Reduce -1.0% |
| RTX RTX Corp. | 0.01% | 9,345 | $1.2M | Add +4.3% |
| AXP American Express Co. | 0.01% | 4,491 | $1.2M | Reduce -2.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.01% | 54,658 | $1.1M | Add +22.8% |
| SLV iShares Silver Trust | 0.01% | 32,995 | $1.0M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 2,735 | $1.0M | Reduce -9.6% |
| DUK Duke Energy Corp. | 0.01% | 8,311 | $1.0M | Add +20.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.01% | 51,594 | $1.0M | Add +26.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 24,113 | $1.0M | Reduce -6.0% |
| BSMP Invesco Bulletshares 2025 MB | 0.01% | 40,612 | $994K | Add +76.8% |
| T AT&T Inc. | 0.01% | 34,398 | $973K | Add +7.7% |
| BA The Boeing Co. | 0.01% | 5,624 | $959K | Reduce -0.5% |
| ORCL Oracle Corp. | 0.01% | 6,826 | $954K | Reduce -0.1% |
| BSCP Invesco Bulletshares 2025 CB | 0.01% | 43,865 | $907K | Add +1.5% |
| MRK Merck & Co. Inc. | 0.01% | 10,024 | $900K | Reduce -3.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.01% | 43,742 | $890K | Add +28.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.01% | 11,606 | $867K | Reduce -28.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 3,461 | $861K | Reduce -5.4% |
| ADP Automatic Data Processing | 0.01% | 2,778 | $849K | Reduce -5.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.01% | 45,558 | $844K | Add +370.6% |
| CAT Caterpillar Inc. | 0.01% | 2,529 | $834K | Reduce -3.9% |
| IVE iShares S&P 500 Value ETF | 0.01% | 4,263 | $812K | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.01% | 34,009 | $801K | Add +5.2% |
| NEE Nextera Energy Inc. | 0.01% | 11,194 | $794K | Reduce -9.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 7,788 | $769K | Reduce -4.4% |
| LUV Southwest Airlines Co. | 0.01% | 22,093 | $742K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.01% | 1,572 | $737K | Reduce -0.7% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 5,661 | $730K | Reduce -16.2% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 3,450 | $722K | Add +0.2% |
| NFLX Netflix Inc. | 0.01% | 773 | $721K | Reduce -0.6% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 3,573 | $715K | Add +6.7% |
| AVGO Broadcom Inc. | 0.01% | 4,147 | $694K | Add +27.3% |
Portfolio Sells Q4 2024 → Q1 2025
| SPHQ Invesco S&P 500 Quality ETF | Reduce -88.7% | 0.89% | −7.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.5% | 8.48% | −1.20 |
| GSLC Goldman Activebeta US LC ETF | Reduce -26.1% | 0.08% | −0.03 |
| IXUS iShares Core Intl Stock ETF | Reduce -27.5% | 0.06% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -28.7% | 0.03% | −0.01 |
| MSFT Microsoft Corp. | Reduce -0.6% | 0.09% | −0.01 |
| AAPL Apple Inc. | Reduce -0.6% | 0.08% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 0.20% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -32.9% | 0.02% | −0.01 |
| HD Home Depot Inc. | Reduce -10.1% | 0.02% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -4.0% | 0.01% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 0.01% | −0.00 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -28.2% | 0.01% | −0.00 |
| DFAE Dimensional Emerging Core Eq | Reduce -37.9% | 0.00% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -42.6% | 0.00% | −0.00 |
| TSLA Tesla Inc. | Reduce -4.3% | 0.00% | −0.00 |
| FFIN First Finl Bankshares Inc. | Reduce -44.4% | 0.00% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.6% | 0.01% | −0.00 |
| VLUE iShares MSCI USA Value Facto | Reduce -64.7% | 0.00% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.5% | 0.02% | −0.00 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.01% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -18.1% | 0.01% | −0.00 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -31.9% | 0.00% | −0.00 |
| VOOV Vanguard S&P 500 Value ETF | Sold out | 0.00% | −0.00 |
| WMT Walmart Inc. | Reduce -6.2% | 0.02% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -14.6% | 0.01% | −0.00 |
| PNC PNC Financial Services Group | Reduce -27.7% | 0.00% | −0.00 |
| PEP Pepsico Inc. | Reduce -8.6% | 0.01% | −0.00 |
| XEL Xcel Energy Inc. | Reduce -99.0% | 0.00% | −0.00 |
| AXP American Express Co. | Reduce -2.1% | 0.01% | −0.00 |
| LNG Cheniere Energy Inc. | Reduce -29.6% | 0.00% | −0.00 |
| FVD First Trust Value Line DVD | Reduce -12.1% | 0.01% | −0.00 |
| DIS The Walt Disney Co. | Reduce -4.4% | 0.01% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -3.6% | 0.01% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -16.2% | 0.01% | −0.00 |
| CAT Caterpillar Inc. | Reduce -3.9% | 0.01% | −0.00 |
| BAC Bank of America Corp. | Reduce -6.0% | 0.01% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 0.01% | −0.00 |
| APD Air Products & Chemicals Inc. | Reduce -22.1% | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -5.9% | 0.00% | −0.00 |
| TEL Te Connectivity PLC | Reduce -70.6% | 0.00% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -9.6% | 0.01% | −0.00 |
| CSX CSX Corp. | Reduce -4.7% | 0.01% | −0.00 |
| DHR Danaher Corp. | Reduce -17.5% | 0.00% | −0.00 |
| PPG PPG Industries Inc. | Reduce -68.2% | 0.00% | −0.00 |
| CM Can Imperial BK of Commerce | Sold out | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -11.3% | 0.00% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 0.01% | −0.00 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.00 |
| SPGI S&P Global Inc. | Reduce -38.7% | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Add +12.1% | 53.54% | +4.03 |
| IJH iShares Core S&P Midcap ETF | Add +39.7% | 8.93% | +2.52 |
| DEXC Dimensional Em Ex Cce ETF | New | 0.79% | +0.79 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.0% | 1.87% | +0.26 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +38.5% | 0.81% | +0.20 |
| EWJ iShares MSCI Japan ETF | Add +0.7% | 3.98% | +0.15 |
| IDEV iShares Core MSCI Dev MKTS | Add +18.6% | 0.67% | +0.15 |
| TBLL Invesco Short Term Treasury | Add +2960.2% | 0.14% | +0.14 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +15.8% | 0.80% | +0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.5% | 1.35% | +0.06 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +17.6% | 0.47% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +18.6% | 0.18% | +0.04 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +7.4% | 0.35% | +0.04 |
| DFIV Dimensional International Va | Add +10.8% | 0.17% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +4.4% | 0.49% | +0.03 |
| INTF iShares International Equity | Add +7.4% | 0.22% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +3.6% | 0.58% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +8.4% | 0.26% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +12.3% | 0.66% | +0.03 |
| USHY iShares Broad Usd High Yield | Add +15.1% | 0.15% | +0.02 |
| OMFS Invesco RSL 2000 DYN Mltfctr | Add +15.3% | 0.16% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +15.7% | 0.10% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +16.5% | 0.22% | +0.01 |
| XOM Exxon Mobil Corp. | Add +20.7% | 0.05% | +0.01 |
| DFAT Dimensional US Target Value | Add +11.1% | 0.25% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +57.1% | 0.02% | +0.01 |
| BSCT Invesco Bulletshares 2029 CB | Add +370.6% | 0.01% | +0.01 |
| BSMQ Invesco Bulletshares 2026 MB | Add +88.5% | 0.01% | +0.01 |
| BSMP Invesco Bulletshares 2025 MB | Add +76.8% | 0.01% | +0.00 |
| PSN Parsons Corp. | New | 0.00% | +0.00 |
| ABT Abbott Laboratories | Add +9.7% | 0.01% | +0.00 |
| BAH Booz Allen Hamilton Holdings | Add +368.4% | 0.00% | +0.00 |
| SPSB SS SPDR P St C Corp. ETF | Add +11.7% | 0.03% | +0.00 |
| ABBV Abbvie Inc. | Add +5.1% | 0.01% | +0.00 |
| DUK Duke Energy Corp. | Add +20.4% | 0.01% | +0.00 |
| GIS General Mills Inc. | Add +6654.6% | 0.00% | +0.00 |
| T AT&T Inc. | Add +7.7% | 0.01% | +0.00 |
| BSMT Invesco Bulletshares 2029 MB | Add +244.7% | 0.00% | +0.00 |
| BSCR Invesco Bulletshares 2027 CB | Add +26.8% | 0.01% | +0.00 |
| BSCS Invesco Bulletshares 2028 CB | Add +28.4% | 0.01% | +0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Add +22.8% | 0.01% | +0.00 |
| RTX RTX Corp. | Add +4.3% | 0.01% | +0.00 |
| SLV iShares Silver Trust | Add +4.0% | 0.01% | +0.00 |
| KO The Coca-Cola Co. | Add +1.5% | 0.01% | +0.00 |
| LLY Eli Lilly & Co. | Add +3.9% | 0.02% | +0.00 |
| GE General Electric | Add +6.7% | 0.01% | +0.00 |
| BSCY Invesco Bulletshares 2034 CB | New | 0.00% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +19.1% | 0.01% | +0.00 |
| SYK Stryker Corp. | New | 0.00% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +8.5% | 0.55% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| ARKK ARK Innovation ETF | INNOVATION ETF | New | 0 | $0 |
| ADRN Adarna Energy Corp. | Common Stock | Reduce -100.0% | 0 | $0 |
| Escrow Altegrity Inc Com | COM | Reduce -100.0% | 0 | $0 |
| ARGEF Argex Titanium Inc. | Common Stock | Reduce -100.0% | 0 | $0 |
| BTSC Bitcoin Services Inc. | COM | Reduce -100.0% | 0 | $0 |
| CFLT Confluent Inc. Class A | CLASS A COM | New | 0 | $0 |
| CLM Cornerstone Strategic Invest | COM | New | 0 | $0 |
| CRF Cornerstone Total Return | COM | New | 0 | $0 |
| FSRNQ Fisker Inc. | COM | New | 0 | $0 |
| SUB iShares Short-Term National | SHRT NAT MUN ETF | New | 0 | $0 |
| SDG Ish MSCI Glob Sust Deve Goal | MSCI GBL SUS DEV | New | 0 | $0 |
| Esc John Hancock Exchange Traded Fd Tr Multifactor Utils Etf | ETP | Reduce -100.0% | 0 | $0 |
| NAVI Navient Corp. | COM | New | 0 | $0 |
| SLM SLM Corp. | COM | New | 0 | $0 |
| SPYV SS SPDR P S&P 500 Value ETF | ST STR P500VAL | New | 0 | $0 |
| TTCFQ Tattooed Chef Inc. | COM CL A | New | 0 | $0 |
| BND Vanguard Total Bond Market | TOTAL BND MRKT | New | 0 | $0 |
| VEA Vanguard Ftse Developed ETF | VAN FTSE DEV MKT | New | 0 | $0 |
| BNDX Vanguard Total Intl Bond ETF | TOTAL INT BD ETF | New | 0 | $0 |
| VNQI Vanguard GLBL Ex-US Real Est | GLB EX US ETF | New | 0 | $0 |
| CONTRA ZYNERBA PHARMAC | COMMON STOCK | Reduce -100.0% | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,144 | $16.8B | IVV, DYNF, QQQM, IJH, IJR |
| Q1 2026 | 1,044 | $14.8B | IVV, DYNF, QQQM, IJH, IJR |
| Q4 2025 | 780 | $14.3B | IVV, DYNF, QQQM, IJH, IJR |
| Q3 2025 | 627 | $13.8B | IVV, DYNF, QQQM, IJH, IJR |
| Q2 2025 | 611 | $11.6B | IVV, QQQM, IJR, IJH, EWJ |
| Q1 2025 | 616 | $10.4B | IVV, IJR, IJH, QQQM, EWJ |
| Q4 2024 | 443 | $10.5B | IVV, QQQM, IJR, SPHQ, IJH |
| Q3 2024 | 468 | $10.4B | IVV, IJR, QQQM, SPHQ, IJH |
| Q2 2024 | 512 | $9.6B | IVV, QQQM, IJR, SPHQ, IJH |
| Q1 2024 | 582 | $9.5B | IVV, IJR, QQQM, SPHQ, IJH |