Interactive Financial Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Interactive Financial Advisors, Inc. reported 84 stock positions worth $189.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 7.5%) and Vanguard Dividend Apprec ETF (VIG, 6.0%). Compared with Q4 2024, it opened 2 new positions, sold out of 4, added to 31 and reduced 40. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale an exit from SS SPDR S&P Biotech ETF (XBI).
- Most Recent 13F
- Q2 2026
- Location
- New Lenox, IL
- CIK
- 0001419099
- Portfolio Value
- $189.3M (Q1 2025)
- SEC Filing
- 0001085146-25-002434 ↗ filed Apr 29, 2025
Holdings Value
Holdings 84 stocks · $189.3M
| IVV iShares Core S&P 500 ETF | 13.39% | 45,125 | $25.4M | Add +1.0% |
| AGG iShares Core U.S. Aggregate | 7.54% | 144,383 | $14.3M | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 6.04% | 58,906 | $11.4M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 5.51% | 205,216 | $10.4M | Add +3.7% |
| QQQ Invesco QQQ Trust Series 1 | 5.00% | 20,203 | $9.5M | Add +4.3% |
| QUAL iShares MSCI USA Quality Fac | 3.65% | 40,408 | $6.9M | Add +3.8% |
| TLT iShares 20+ Year Treasury BD | 3.46% | 71,948 | $6.5M | Add +10.2% |
| SPIB SS SPDR P Int C Corp. ETF | 2.80% | 159,748 | $5.3M | Add +1.3% |
| ESG NT Stoxx US ESG ETF | 2.50% | 35,232 | $4.7M | Reduce -1.8% |
| GOVT iShares US Treasury Bond ETF | 2.43% | 200,107 | $4.6M | Add +1.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.38% | 57,392 | $4.5M | Add +4.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.37% | 54,036 | $4.5M | Add +4.6% |
| BNDX Vanguard Total Intl Bond ETF | 2.31% | 89,437 | $4.4M | Add +1.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.22% | 16,334 | $4.2M | Add +5.6% |
| IGM iShares Expanded Tech Sector | 2.20% | 45,937 | $4.2M | Add +0.5% |
| EFV iShares MSCI Eafe Value ETF | 2.08% | 66,776 | $3.9M | Reduce -1.1% |
| IWN iShares Russell 2000 Value E | 1.90% | 23,853 | $3.6M | Reduce -0.8% |
| SPGM State Street SPDR Portfolio | 1.78% | 54,068 | $3.4M | Reduce -0.6% |
| XLV SS Health Care Select Sector | 1.76% | 22,794 | $3.3M | Add +13.2% |
| ITA iShares U.S. Aerospace & Def | 1.66% | 20,517 | $3.1M | Reduce -0.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.42% | 24,784 | $2.7M | Reduce -1.6% |
| ANGL Vaneck Fallen Angel High YLD | 1.41% | 92,171 | $2.7M | Add +1.3% |
| XLK SS Technology Select Sector | 1.30% | 11,875 | $2.5M | Add +6.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.22% | 44,079 | $2.3M | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.15% | 8,428 | $2.2M | Reduce -0.5% |
| XLP SS Consumer Staples Sel Sect | 1.08% | 25,009 | $2.0M | Reduce -3.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.06% | 25,344 | $2.0M | Add +2.4% |
| AAPL Apple Inc. | 0.95% | 8,096 | $1.8M | No change |
| FIW First Trust Water ETF | 0.88% | 16,494 | $1.7M | Reduce -2.8% |
| VYM Vanguard High DVD Yield ETF | 0.87% | 12,756 | $1.6M | Reduce -2.0% |
| XLE SS Energy Select Sector | 0.80% | 16,196 | $1.5M | Add +27.1% |
| IDHQ Invesco S&P International DE | 0.71% | 44,611 | $1.3M | Reduce -0.2% |
| TIP iShares Tips Bond ETF | 0.59% | 10,119 | $1.1M | Add +0.0% |
| VFQY Vanguard U.S. Quality Factor | 0.57% | 8,125 | $1.1M | Reduce -0.5% |
| RSPR Invesco S&P 500 Equal Weight | 0.51% | 26,943 | $962K | Reduce -0.2% |
| RAVI NT Ultrashrt Fi ETF | 0.50% | 12,499 | $945K | Reduce -36.3% |
| SMH Vaneck Semiconductor ETF | 0.46% | 4,073 | $861K | Add +6.1% |
| VCIT Vanguard Int-Term Corporate | 0.43% | 9,962 | $815K | Add +0.2% |
| VPU Vanguard Utilities ETF | 0.41% | 4,588 | $784K | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.41% | 1,514 | $778K | Reduce -6.6% |
| SPHD Invesco S&P 500 High Dividen | 0.41% | 15,326 | $770K | Add +0.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.39% | 9,125 | $729K | Reduce -1.8% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 16,662 | $726K | Reduce -0.9% |
| GATX Gatx Corp. | 0.37% | 4,504 | $699K | Add +0.1% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.35% | 27,436 | $669K | Reduce -0.5% |
| REZ Ishars Res and Multi Reales | 0.35% | 7,710 | $666K | Reduce -4.9% |
| SCHH Schwab US REIT ETF | 0.35% | 30,598 | $658K | Reduce -4.2% |
| JPUS JPMorgan Div Ret US Eq ETF | 0.34% | 5,575 | $642K | Add +0.0% |
| PAVE Global X US Infrastructure | 0.32% | 15,810 | $597K | Add +2.2% |
| DHS Wisdomtree US High Dividend | 0.31% | 5,947 | $590K | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 1,050 | $588K | Reduce -2.1% |
| JQUA JPMorgan US Quality Factor | 0.30% | 10,218 | $577K | No change |
| USB US Bancorp | 0.30% | 13,462 | $568K | No change |
| ARKK ARK Innovation ETF | 0.30% | 11,940 | $568K | Reduce -3.7% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.29% | 9,540 | $549K | Reduce -1.3% |
| XLB SS Materials Select Sector | 0.28% | 6,205 | $534K | Add +3.5% |
| ALL Allstate Corp. | 0.26% | 2,376 | $492K | No change |
| HBTA Horizon Expedition Plus ETF | 0.25% | 21,809 | $473K | New |
| AGZD Wisdomtree Trust Wisdomtree | 0.25% | 20,929 | $468K | Reduce -2.0% |
| IBUY Amplify Online Retail ETF | 0.24% | 7,599 | $457K | Add +0.2% |
| VCR Vanguard Consumer Discre ETF | 0.23% | 1,362 | $444K | Add +1.0% |
| IGE iShares North American Natur | 0.23% | 9,428 | $429K | Reduce -4.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.22% | 7,504 | $416K | Reduce -1.9% |
| AEP American Electric Power | 0.20% | 3,500 | $382K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 4,606 | $381K | Reduce -1.4% |
| IVE iShares S&P 500 Value ETF | 0.20% | 1,988 | $379K | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.20% | 1,000 | $375K | No change |
| AMZN Amazon.com Inc. | 0.19% | 1,922 | $366K | No change |
| MUB iShares National Muni Bond E | 0.19% | 3,446 | $363K | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 0.19% | 4,390 | $359K | Reduce -1.2% |
| GILD Gilead Sciences Inc. | 0.19% | 3,200 | $359K | No change |
| PFF iShares Preferred & Income S | 0.17% | 10,713 | $329K | Add +0.7% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.14% | 3,489 | $272K | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.14% | 1,345 | $268K | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 3,307 | $261K | Reduce -1.4% |
| TSLA Tesla Inc. | 0.14% | 1,000 | $259K | No change |
| VOX Vanguard Communication Servi | 0.13% | 1,669 | $248K | Reduce -15.4% |
| CVX Chevron Corp. | 0.13% | 1,476 | $247K | No change |
| USDU Wisdomtree BBG Usd Bullish | 0.12% | 8,676 | $237K | Reduce -1.1% |
| MS Morgan Stanley | 0.12% | 2,000 | $233K | No change |
| FLOT iShares Floating Rate Bond E | 0.12% | 4,543 | $232K | Reduce -1.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.12% | 1,863 | $220K | Reduce -1.8% |
| PZA Invesco National Amt-Free Mu | 0.12% | 9,457 | $218K | Add +3.1% |
| SO The Southern Co. | 0.11% | 2,208 | $203K | New |
Portfolio Sells Q4 2024 → Q1 2025
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.33 |
| RAVI NT Ultrashrt Fi ETF | Reduce -36.3% | 0.50% | −0.27 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.20 |
| ERTH Invesco MSCI Sustainable Fut | Sold out | 0.00% | −0.18 |
| IWN iShares Russell 2000 Value E | Reduce -0.8% | 1.90% | −0.17 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.12 |
| ESG NT Stoxx US ESG ETF | Reduce -1.8% | 2.50% | −0.09 |
| ARKK ARK Innovation ETF | Reduce -3.7% | 0.30% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 6.04% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -6.6% | 0.41% | −0.05 |
| FIW First Trust Water ETF | Reduce -2.8% | 0.88% | −0.03 |
| VOX Vanguard Communication Servi | Reduce -15.4% | 0.13% | −0.03 |
| JPSE JPM Diversified RT Small Cap | Reduce -0.9% | 0.38% | −0.03 |
| VFQY Vanguard U.S. Quality Factor | Reduce -0.5% | 0.57% | −0.03 |
| SPGM State Street SPDR Portfolio | Reduce -0.6% | 1.78% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.5% | 1.15% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 0.31% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.14% | −0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -1.3% | 0.29% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.8% | 0.39% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -4.2% | 0.35% | −0.00 |
| AGZD Wisdomtree Trust Wisdomtree | Reduce -2.0% | 0.25% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -0.9% | 0.19% | −0.00 |
| USDU Wisdomtree BBG Usd Bullish | Reduce -1.1% | 0.12% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.0% | 0.87% | −0.00 |
| FLOT iShares Floating Rate Bond E | Reduce -1.2% | 0.12% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.4% | 0.20% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.4% | 0.14% | +0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -0.1% | 0.20% | +0.00 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.8% | 0.12% | +0.00 |
| IGE iShares North American Natur | Reduce -4.0% | 0.23% | +0.01 |
| REZ Ishars Res and Multi Reales | Reduce -4.9% | 0.35% | +0.01 |
| RSPR Invesco S&P 500 Equal Weight | Reduce -0.2% | 0.51% | +0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -1.9% | 0.22% | +0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -1.6% | 1.42% | +0.01 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -0.5% | 0.35% | +0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -1.2% | 0.19% | +0.01 |
| DHS Wisdomtree US High Dividend | Reduce -2.4% | 0.31% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -3.2% | 1.08% | +0.01 |
| VPU Vanguard Utilities ETF | Reduce -0.6% | 0.41% | +0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.0% | 1.22% | +0.03 |
| IDHQ Invesco S&P International DE | Reduce -0.2% | 0.71% | +0.04 |
| ITA iShares U.S. Aerospace & Def | Reduce -0.7% | 1.66% | +0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.1% | 2.08% | +0.22 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +3.7% | 5.51% | +0.55 |
| TLT iShares 20+ Year Treasury BD | Add +10.2% | 3.46% | +0.47 |
| XLV SS Health Care Select Sector | Add +13.2% | 1.76% | +0.31 |
| AGG iShares Core U.S. Aggregate | Add +0.8% | 7.54% | +0.27 |
| HBTA Horizon Expedition Plus ETF | New | 0.25% | +0.25 |
| XLE SS Energy Select Sector | Add +27.1% | 0.80% | +0.23 |
| SO The Southern Co. | New | 0.11% | +0.11 |
| SPIB SS SPDR P Int C Corp. ETF | Add +1.3% | 2.80% | +0.10 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.4% | 1.06% | +0.07 |
| GOVT iShares US Treasury Bond ETF | Add +1.4% | 2.43% | +0.05 |
| ANGL Vaneck Fallen Angel High YLD | Add +1.3% | 1.41% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.2% | 2.31% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +5.6% | 2.22% | +0.03 |
| TIP iShares Tips Bond ETF | Add +0.0% | 0.59% | +0.03 |
| SPHD Invesco S&P 500 High Dividen | Add +0.2% | 0.41% | +0.02 |
| XLB SS Materials Select Sector | Add +3.5% | 0.28% | +0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +0.9% | 0.14% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +3.8% | 3.65% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +0.2% | 0.43% | +0.01 |
| JPUS JPMorgan Div Ret US Eq ETF | Add +0.0% | 0.34% | +0.01 |
| GATX Gatx Corp. | Add +0.1% | 0.37% | +0.00 |
| PZA Invesco National Amt-Free Mu | Add +3.1% | 0.12% | +0.00 |
| PFF iShares Preferred & Income S | Add +0.7% | 0.17% | −0.00 |
| PAVE Global X US Infrastructure | Add +2.2% | 0.32% | −0.01 |
| IBUY Amplify Online Retail ETF | Add +0.2% | 0.24% | −0.02 |
| VCR Vanguard Consumer Discre ETF | Add +1.0% | 0.23% | −0.03 |
| SMH Vaneck Semiconductor ETF | Add +6.1% | 0.46% | −0.03 |
| XLK SS Technology Select Sector | Add +6.5% | 1.30% | −0.06 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +4.6% | 2.37% | −0.08 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +4.3% | 2.38% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.3% | 5.00% | −0.18 |
| IGM iShares Expanded Tech Sector | Add +0.5% | 2.20% | −0.25 |
| IVV iShares Core S&P 500 ETF | Add +1.0% | 13.39% | −0.38 |
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 |