Interactive Financial Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Interactive Financial Advisors, Inc. reported 86 stock positions worth $190.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.8% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 7.3%) and Vanguard Dividend Apprec ETF (VIG, 6.1%). Compared with Q3 2024, it sold out of 3, added to 39 and reduced 35. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- New Lenox, IL
- CIK
- 0001419099
- Portfolio Value
- $190.8M (Q4 2024)
- SEC Filing
- 0001085146-25-000832 ↗ filed Feb 6, 2025
Holdings Value
Holdings 86 stocks · $190.8M
| IVV iShares Core S&P 500 ETF | 13.78% | 44,659 | $26.3M | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 7.27% | 143,213 | $13.9M | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 6.10% | 59,440 | $11.6M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 5.19% | 19,362 | $9.9M | Add +5.2% |
| VEA Vanguard Ftse Developed ETF | 4.96% | 197,903 | $9.5M | Add +3.4% |
| QUAL iShares MSCI USA Quality Fac | 3.63% | 38,947 | $6.9M | Add +2.0% |
| TLT iShares 20+ Year Treasury BD | 2.99% | 65,308 | $5.7M | Reduce -9.6% |
| SPIB SS SPDR P Int C Corp. ETF | 2.71% | 157,775 | $5.2M | Add +1.3% |
| ESG NT Stoxx US ESG ETF | 2.59% | 35,867 | $4.9M | Reduce -1.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.52% | 55,008 | $4.8M | Add +1.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.45% | 51,659 | $4.7M | Add +1.9% |
| IGM iShares Expanded Tech Sector | 2.45% | 45,704 | $4.7M | Add +6.5% |
| GOVT iShares US Treasury Bond ETF | 2.38% | 197,451 | $4.5M | Add +2.2% |
| BNDX Vanguard Total Intl Bond ETF | 2.27% | 88,355 | $4.3M | Add +0.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.19% | 15,467 | $4.2M | Reduce -10.0% |
| IWN iShares Russell 2000 Value E | 2.07% | 24,049 | $3.9M | Add +0.7% |
| EFV iShares MSCI Eafe Value ETF | 1.86% | 67,552 | $3.5M | Add +2.2% |
| SPGM State Street SPDR Portfolio | 1.81% | 54,408 | $3.4M | Add +6.3% |
| ITA iShares U.S. Aerospace & Def | 1.57% | 20,664 | $3.0M | Add +2.4% |
| XLV SS Health Care Select Sector | 1.45% | 20,136 | $2.8M | Add +4.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.41% | 25,194 | $2.7M | Reduce -2.0% |
| ANGL Vaneck Fallen Angel High YLD | 1.37% | 91,014 | $2.6M | Add +0.8% |
| XLK SS Technology Select Sector | 1.36% | 11,150 | $2.6M | Add +10.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.19% | 44,092 | $2.3M | Add +1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.17% | 8,468 | $2.2M | Add +5.4% |
| XLP SS Consumer Staples Sel Sect | 1.06% | 25,833 | $2.0M | Reduce -10.1% |
| AAPL Apple Inc. | 1.06% | 8,096 | $2.0M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.98% | 24,740 | $1.9M | Add +4.0% |
| FIW First Trust Water ETF | 0.91% | 16,968 | $1.7M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.87% | 13,023 | $1.7M | Add +3.4% |
| RAVI NT Ultrashrt Fi ETF | 0.77% | 19,618 | $1.5M | Add +118.3% |
| IDHQ Invesco S&P International DE | 0.66% | 44,697 | $1.3M | Add +9.2% |
| VFQY Vanguard U.S. Quality Factor | 0.60% | 8,162 | $1.1M | Reduce -2.1% |
| XLE SS Energy Select Sector | 0.57% | 12,738 | $1.1M | Reduce -15.4% |
| TIP iShares Tips Bond ETF | 0.56% | 10,118 | $1.1M | Reduce -11.3% |
| RSPR Invesco S&P 500 Equal Weight | 0.50% | 27,000 | $950K | Reduce -1.8% |
| SMH Vaneck Semiconductor ETF | 0.49% | 3,840 | $930K | Add +8.3% |
| VOO Vanguard S&P 500 ETF | 0.46% | 1,621 | $874K | Reduce -6.6% |
| VCIT Vanguard Int-Term Corporate | 0.42% | 9,942 | $798K | Add +1.9% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 16,821 | $787K | Add +1.1% |
| VPU Vanguard Utilities ETF | 0.40% | 4,616 | $754K | Reduce -3.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.39% | 9,294 | $752K | Reduce -3.1% |
| SPHD Invesco S&P 500 High Dividen | 0.39% | 15,300 | $739K | Reduce -2.7% |
| ARKK ARK Innovation ETF | 0.37% | 12,393 | $704K | Reduce -5.3% |
| GATX Gatx Corp. | 0.37% | 4,500 | $697K | No change |
| SCHH Schwab US REIT ETF | 0.35% | 31,938 | $673K | Reduce -5.5% |
| REZ Ishars Res and Multi Reales | 0.34% | 8,109 | $657K | Reduce -6.1% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.34% | 27,567 | $650K | Reduce -19.2% |
| USB US Bancorp | 0.34% | 13,462 | $644K | No change |
| JPUS JPMorgan Div Ret US Eq ETF | 0.33% | 5,574 | $636K | Reduce -3.3% |
| XBI SS SPDR S&P Biotech ETF | 0.33% | 7,033 | $633K | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 1,073 | $629K | Reduce -3.9% |
| PAVE Global X US Infrastructure | 0.33% | 15,473 | $625K | Reduce -0.8% |
| JQUA JPMorgan US Quality Factor | 0.31% | 10,218 | $585K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.30% | 9,664 | $577K | Reduce -2.8% |
| DHS Wisdomtree US High Dividend | 0.30% | 6,091 | $569K | Reduce -1.5% |
| VCR Vanguard Consumer Discre ETF | 0.27% | 1,348 | $506K | Reduce -4.5% |
| XLB SS Materials Select Sector | 0.26% | 5,997 | $505K | Add +1.3% |
| IBUY Amplify Online Retail ETF | 0.26% | 7,587 | $491K | Reduce -3.7% |
| AGZD Wisdomtree Trust Wisdomtree | 0.25% | 21,356 | $480K | Add +1.3% |
| ALL Allstate Corp. | 0.24% | 2,376 | $458K | No change |
| AMZN Amazon.com Inc. | 0.22% | 1,922 | $422K | No change |
| MSFT Microsoft Corp. | 0.22% | 1,000 | $422K | No change |
| IGE iShares North American Natur | 0.22% | 9,819 | $420K | Reduce -5.0% |
| TSLA Tesla Inc. | 0.21% | 1,000 | $404K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.21% | 7,647 | $399K | Add +5.5% |
| GLD SPDR Gold Shares | 0.20% | 1,586 | $384K | Add +1.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 4,671 | $383K | Reduce -1.6% |
| IVE iShares S&P 500 Value ETF | 0.20% | 1,989 | $380K | Reduce -0.1% |
| MUB iShares National Muni Bond E | 0.19% | 3,478 | $371K | Reduce -0.7% |
| ERTH Invesco MSCI Sustainable Fut | 0.18% | 8,333 | $337K | Reduce -14.1% |
| EFA iShares MSCI Eafe ETF | 0.18% | 4,443 | $336K | Add +0.4% |
| PFF iShares Preferred & Income S | 0.18% | 10,637 | $334K | Add +1.5% |
| AEP American Electric Power | 0.17% | 3,500 | $323K | No change |
| VOX Vanguard Communication Servi | 0.16% | 1,972 | $306K | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 0.16% | 1,347 | $298K | Reduce -0.2% |
| GILD Gilead Sciences Inc. | 0.15% | 3,200 | $296K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 3,354 | $262K | Add +1.6% |
| MS Morgan Stanley | 0.13% | 2,000 | $251K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.13% | 3,457 | $244K | Add +1.4% |
| USDU Wisdomtree BBG Usd Bullish | 0.13% | 8,769 | $243K | Add +0.4% |
| FLOT iShares Floating Rate Bond E | 0.12% | 4,599 | $234K | Add +2.0% |
| SLV iShares Silver Trust | 0.12% | 8,496 | $224K | Add +1.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.11% | 1,897 | $219K | Reduce -2.4% |
| PZA Invesco National Amt-Free Mu | 0.11% | 9,176 | $217K | Add +7.0% |
| CVX Chevron Corp. | 0.11% | 1,476 | $214K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| TLT iShares 20+ Year Treasury BD | Reduce -9.6% | 2.99% | −0.66 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.54 |
| XLP SS Consumer Staples Sel Sect | Reduce -10.1% | 1.06% | −0.16 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -10.0% | 2.19% | −0.14 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.12 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.12 |
| XLE SS Energy Select Sector | Reduce -15.4% | 0.57% | −0.11 |
| TIP iShares Tips Bond ETF | Reduce -11.3% | 0.56% | −0.08 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.0% | 1.41% | −0.08 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -19.2% | 0.34% | −0.08 |
| SCHH Schwab US REIT ETF | Reduce -5.5% | 0.35% | −0.05 |
| FIW First Trust Water ETF | Reduce -0.3% | 0.91% | −0.05 |
| REZ Ishars Res and Multi Reales | Reduce -6.1% | 0.34% | −0.05 |
| ERTH Invesco MSCI Sustainable Fut | Reduce -14.1% | 0.18% | −0.05 |
| RSPR Invesco S&P 500 Equal Weight | Reduce -1.8% | 0.50% | −0.04 |
| VPU Vanguard Utilities ETF | Reduce -3.4% | 0.40% | −0.03 |
| XBI SS SPDR S&P Biotech ETF | Reduce -0.6% | 0.33% | −0.03 |
| SPHD Invesco S&P 500 High Dividen | Reduce -2.7% | 0.39% | −0.02 |
| JPUS JPMorgan Div Ret US Eq ETF | Reduce -3.3% | 0.33% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -3.1% | 0.39% | −0.02 |
| IGE iShares North American Natur | Reduce -5.0% | 0.22% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -6.6% | 0.46% | −0.01 |
| VFQY Vanguard U.S. Quality Factor | Reduce -2.1% | 0.60% | −0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -2.8% | 0.30% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -2.4% | 0.11% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.7% | 6.10% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -0.1% | 0.20% | −0.00 |
| PAVE Global X US Infrastructure | Reduce -0.8% | 0.33% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.6% | 0.20% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -0.7% | 0.19% | −0.00 |
| DHS Wisdomtree US High Dividend | Reduce -1.5% | 0.30% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.9% | 0.33% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.2% | 0.16% | +0.00 |
| IBUY Amplify Online Retail ETF | Reduce -3.7% | 0.26% | +0.01 |
| VOX Vanguard Communication Servi | Reduce -0.5% | 0.16% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Reduce -4.5% | 0.27% | +0.02 |
| ESG NT Stoxx US ESG ETF | Reduce -1.6% | 2.59% | +0.04 |
| ARKK ARK Innovation ETF | Reduce -5.3% | 0.37% | +0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +0.8% | 13.78% | +0.62 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.2% | 5.19% | +0.56 |
| RAVI NT Ultrashrt Fi ETF | Add +118.3% | 0.77% | +0.42 |
| IGM iShares Expanded Tech Sector | Add +6.5% | 2.45% | +0.33 |
| XLK SS Technology Select Sector | Add +10.0% | 1.36% | +0.18 |
| QUAL iShares MSCI USA Quality Fac | Add +2.0% | 3.63% | +0.11 |
| SPGM State Street SPDR Portfolio | Add +6.3% | 1.81% | +0.10 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +1.6% | 2.52% | +0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.4% | 1.17% | +0.08 |
| GOVT iShares US Treasury Bond ETF | Add +2.2% | 2.38% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +3.4% | 0.87% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +8.3% | 0.49% | +0.04 |
| ITA iShares U.S. Aerospace & Def | Add +2.4% | 1.57% | +0.02 |
| IWN iShares Russell 2000 Value E | Add +0.7% | 2.07% | +0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +1.9% | 2.45% | +0.02 |
| AGZD Wisdomtree Trust Wisdomtree | Add +1.3% | 0.25% | +0.01 |
| USDU Wisdomtree BBG Usd Bullish | Add +0.4% | 0.13% | +0.01 |
| PZA Invesco National Amt-Free Mu | Add +7.0% | 0.11% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +1.3% | 2.71% | +0.01 |
| GLD SPDR Gold Shares | Add +1.3% | 0.20% | +0.01 |
| FLOT iShares Floating Rate Bond E | Add +2.0% | 0.12% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.6% | 0.14% | +0.00 |
| JPSE JPM Diversified RT Small Cap | Add +1.1% | 0.41% | +0.00 |
| ANGL Vaneck Fallen Angel High YLD | Add +0.8% | 1.37% | 0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.7% | 2.27% | 0.00 |
| VCIT Vanguard Int-Term Corporate | Add +1.9% | 0.42% | −0.00 |
| PFF iShares Preferred & Income S | Add +1.5% | 0.18% | −0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +5.5% | 0.21% | −0.00 |
| SLV iShares Silver Trust | Add +1.9% | 0.12% | −0.00 |
| IDHQ Invesco S&P International DE | Add +9.2% | 0.66% | −0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +1.4% | 0.13% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +4.0% | 0.98% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.4% | 0.18% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.0% | 1.19% | −0.02 |
| XLB SS Materials Select Sector | Add +1.3% | 0.26% | −0.03 |
| XLV SS Health Care Select Sector | Add +4.1% | 1.45% | −0.08 |
| EFV iShares MSCI Eafe Value ETF | Add +2.2% | 1.86% | −0.10 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 7.27% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Add +3.4% | 4.96% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 74 | $164.1M | IVV, VEA, AGG, RAVI, QQQ |
| Q1 2026 | 78 | $152.9M | IVV, VEA, AGG, RAVI, QQQ |
| Q4 2025 | 78 | $154.8M | IVV, VEA, AGG, RAVI, QQQ |
| Q3 2025 | 81 | $184.9M | IVV, AGG, VEA, VIG, RAVI |
| Q2 2025 | 87 | $205.1M | IVV, AGG, VIG, VEA, QQQ |
| Q1 2025 | 84 | $189.3M | IVV, AGG, VIG, VEA, QQQ |
| Q4 2024 | 86 | $190.8M | IVV, AGG, VIG, QQQ, VEA |
| Q3 2024 | 89 | $194.3M | IVV, AGG, VIG, VEA, QQQ |
| Q2 2024 | 86 | $181.5M | IVV, AGG, VIG, VEA, QQQ |
| Q1 2024 | 85 | $180.9M | IVV, AGG, VIG, VEA, QUAL |