Interactive Financial Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Interactive Financial Advisors, Inc. reported 87 stock positions worth $205.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.7%) and Vanguard Dividend Apprec ETF (VIG, 5.8%). Compared with Q1 2025, it opened 3 new positions, added to 23 and reduced 54. The biggest buy was NT Ultrashrt Fi ETF (RAVI, shares +903%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- New Lenox, IL
- CIK
- 0001419099
- Portfolio Value
- $205.1M (Q2 2025)
- SEC Filing
- 0001085146-25-004233 ↗ filed Jul 29, 2025
Holdings Value
Holdings 87 stocks · $205.1M
| IVV iShares Core S&P 500 ETF | 13.06% | 43,143 | $26.8M | Reduce -4.4% |
| AGG iShares Core U.S. Aggregate | 6.72% | 138,908 | $13.8M | Reduce -3.8% |
| VIG Vanguard Dividend Apprec ETF | 5.82% | 58,325 | $11.9M | Reduce -1.0% |
| VEA Vanguard Ftse Developed ETF | 5.30% | 190,887 | $10.9M | Reduce -7.0% |
| QQQ Invesco QQQ Trust Series 1 | 5.22% | 19,396 | $10.7M | Reduce -4.0% |
| RAVI NT Ultrashrt Fi ETF | 4.62% | 125,406 | $9.5M | Add +903.3% |
| TLT iShares 20+ Year Treasury BD | 3.45% | 80,185 | $7.1M | Add +11.4% |
| QUAL iShares MSCI USA Quality Fac | 3.37% | 37,857 | $6.9M | Reduce -6.3% |
| ESG NT Stoxx US ESG ETF | 2.53% | 35,294 | $5.2M | Add +0.2% |
| IGM iShares Expanded Tech Sector | 2.52% | 46,015 | $5.2M | Add +0.2% |
| SPIB SS SPDR P Int C Corp. ETF | 2.47% | 150,975 | $5.1M | Reduce -5.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.25% | 52,054 | $4.6M | Reduce -3.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.18% | 56,088 | $4.5M | Reduce -2.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.16% | 15,495 | $4.4M | Reduce -5.1% |
| GOVT iShares US Treasury Bond ETF | 2.12% | 188,810 | $4.3M | Reduce -5.7% |
| BNDX Vanguard Total Intl Bond ETF | 2.08% | 86,326 | $4.3M | Reduce -3.5% |
| EFV iShares MSCI Eafe Value ETF | 2.01% | 64,940 | $4.1M | Reduce -2.8% |
| ITA iShares U.S. Aerospace & Def | 1.87% | 20,348 | $3.8M | Reduce -0.8% |
| IWN iShares Russell 2000 Value E | 1.82% | 23,637 | $3.7M | Reduce -0.9% |
| SPGM State Street SPDR Portfolio | 1.52% | 45,213 | $3.1M | Reduce -16.4% |
| XLV SS Health Care Select Sector | 1.49% | 22,696 | $3.1M | Reduce -0.4% |
| XLK SS Technology Select Sector | 1.46% | 11,819 | $3.0M | Reduce -0.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.29% | 24,181 | $2.7M | Reduce -2.4% |
| ANGL Vaneck Fallen Angel High YLD | 1.26% | 88,074 | $2.6M | Reduce -4.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.14% | 43,812 | $2.3M | Reduce -0.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.00% | 25,071 | $2.0M | Reduce -1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.98% | 7,219 | $2.0M | Reduce -14.3% |
| XLP SS Consumer Staples Sel Sect | 0.98% | 24,779 | $2.0M | Reduce -0.9% |
| FIW First Trust Water ETF | 0.87% | 16,511 | $1.8M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.83% | 12,845 | $1.7M | Add +0.7% |
| AAPL Apple Inc. | 0.81% | 8,107 | $1.7M | Add +0.1% |
| XLE SS Energy Select Sector | 0.65% | 15,734 | $1.3M | Reduce -2.9% |
| IDHQ Invesco S&P International DE | 0.60% | 37,123 | $1.2M | Reduce -16.8% |
| VFQY Vanguard U.S. Quality Factor | 0.58% | 8,221 | $1.2M | Add +1.2% |
| SMH Vaneck Semiconductor ETF | 0.55% | 4,040 | $1.1M | Reduce -0.8% |
| TIP iShares Tips Bond ETF | 0.53% | 9,799 | $1.1M | Reduce -3.2% |
| RSPR Invesco S&P 500 Equal Weight | 0.47% | 27,335 | $958K | Add +1.4% |
| VOO Vanguard S&P 500 ETF | 0.42% | 1,525 | $867K | Add +0.7% |
| VPU Vanguard Utilities ETF | 0.40% | 4,598 | $812K | Add +0.2% |
| ARKK ARK Innovation ETF | 0.40% | 11,527 | $810K | Reduce -3.5% |
| VCIT Vanguard Int-Term Corporate | 0.39% | 9,764 | $810K | Reduce -2.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.37% | 9,079 | $760K | Reduce -0.5% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.37% | 16,507 | $751K | Reduce -0.9% |
| SPHD Invesco S&P 500 High Dividen | 0.34% | 14,694 | $699K | Reduce -4.1% |
| GATX Gatx Corp. | 0.34% | 4,505 | $692K | Add +0.0% |
| PAVE Global X US Infrastructure | 0.33% | 15,644 | $682K | Reduce -1.1% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.32% | 27,423 | $665K | Reduce -0.1% |
| SCHH Schwab US REIT ETF | 0.32% | 31,230 | $661K | Add +2.1% |
| REZ Ishars Res and Multi Reales | 0.31% | 7,839 | $646K | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 1,038 | $642K | Reduce -1.1% |
| JPUS JPMorgan Div Ret US Eq ETF | 0.31% | 5,315 | $628K | Reduce -4.7% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.30% | 9,412 | $614K | Reduce -1.3% |
| JQUA JPMorgan US Quality Factor | 0.30% | 10,218 | $614K | No change |
| USB US Bancorp | 0.30% | 13,462 | $609K | No change |
| DHS Wisdomtree US High Dividend | 0.28% | 5,904 | $567K | Reduce -0.7% |
| HBTA Horizon Expedition Plus ETF | 0.27% | 21,713 | $552K | Reduce -0.4% |
| XLB SS Materials Select Sector | 0.27% | 6,238 | $548K | Add +0.5% |
| IBUY Amplify Online Retail ETF | 0.25% | 7,306 | $504K | Reduce -3.9% |
| MSFT Microsoft Corp. | 0.24% | 1,006 | $500K | Add +0.6% |
| VCR Vanguard Consumer Discre ETF | 0.23% | 1,326 | $481K | Reduce -2.6% |
| ALL Allstate Corp. | 0.23% | 2,376 | $478K | No change |
| AGZD Wisdomtree Trust Wisdomtree | 0.22% | 20,598 | $458K | Reduce -1.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.22% | 7,473 | $455K | Reduce -0.4% |
| IGE iShares North American Natur | 0.21% | 9,599 | $425K | Add +1.8% |
| AMZN Amazon.com Inc. | 0.21% | 1,931 | $424K | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.19% | 4,395 | $393K | Add +0.1% |
| AEP American Electric Power | 0.18% | 3,500 | $363K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.17% | 4,298 | $356K | Reduce -6.7% |
| GILD Gilead Sciences Inc. | 0.17% | 3,200 | $355K | No change |
| MUB iShares National Muni Bond E | 0.17% | 3,390 | $354K | Reduce -1.6% |
| IVE iShares S&P 500 Value ETF | 0.17% | 1,750 | $342K | Reduce -12.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.16% | 3,830 | $322K | Add +9.8% |
| TSLA Tesla Inc. | 0.16% | 1,002 | $318K | Add +0.2% |
| PFF iShares Preferred & Income S | 0.14% | 9,464 | $290K | Reduce -11.7% |
| IWM iShares Russell 2000 ETF | 0.14% | 1,345 | $290K | No change |
| MS Morgan Stanley | 0.14% | 2,003 | $282K | Add +0.1% |
| VOX Vanguard Communication Servi | 0.13% | 1,606 | $275K | Reduce -3.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 2,920 | $232K | Reduce -11.7% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.11% | 3,613 | $232K | New |
| FLOT iShares Floating Rate Bond E | 0.11% | 4,473 | $228K | Reduce -1.5% |
| USDU Wisdomtree BBG Usd Bullish | 0.11% | 8,654 | $223K | Reduce -0.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.11% | 1,862 | $222K | Reduce -0.1% |
| PZA Invesco National Amt-Free Mu | 0.10% | 9,453 | $212K | Reduce -0.0% |
| CVX Chevron Corp. | 0.10% | 1,478 | $212K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 1,918 | $211K | New |
| COST Costco Wholesale Corp. | 0.10% | 211 | $209K | New |
| SO The Southern Co. | 0.10% | 2,208 | $203K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AGG iShares Core U.S. Aggregate | Reduce -3.8% | 6.72% | −0.83 |
| IVV iShares Core S&P 500 ETF | Reduce -4.4% | 13.06% | −0.34 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -5.5% | 2.47% | −0.33 |
| GOVT iShares US Treasury Bond ETF | Reduce -5.7% | 2.12% | −0.31 |
| QUAL iShares MSCI USA Quality Fac | Reduce -6.3% | 3.37% | −0.27 |
| XLV SS Health Care Select Sector | Reduce -0.4% | 1.49% | −0.27 |
| SPGM State Street SPDR Portfolio | Reduce -16.4% | 1.52% | −0.26 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -3.5% | 2.08% | −0.22 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 5.82% | −0.22 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.0% | 5.30% | −0.20 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.3% | 2.18% | −0.20 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -14.3% | 0.98% | −0.17 |
| XLE SS Energy Select Sector | Reduce -2.9% | 0.65% | −0.15 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -4.4% | 1.26% | −0.15 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.4% | 1.29% | −0.13 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -3.7% | 2.25% | −0.12 |
| IDHQ Invesco S&P International DE | Reduce -16.8% | 0.60% | −0.11 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.9% | 0.98% | −0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.6% | 1.14% | −0.08 |
| IWN iShares Russell 2000 Value E | Reduce -0.9% | 1.82% | −0.08 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.8% | 2.01% | −0.07 |
| TIP iShares Tips Bond ETF | Reduce -3.2% | 0.53% | −0.07 |
| SPHD Invesco S&P 500 High Dividen | Reduce -4.1% | 0.34% | −0.07 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -5.1% | 2.16% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.1% | 1.00% | −0.06 |
| VCIT Vanguard Int-Term Corporate | Reduce -2.0% | 0.39% | −0.04 |
| DHS Wisdomtree US High Dividend | Reduce -0.7% | 0.28% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -12.0% | 0.17% | −0.03 |
| JPUS JPMorgan Div Ret US Eq ETF | Reduce -4.7% | 0.31% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -11.7% | 0.14% | −0.03 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -0.1% | 0.32% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -6.7% | 0.17% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.7% | 0.11% | −0.02 |
| AGZD Wisdomtree Trust Wisdomtree | Reduce -1.6% | 0.22% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -1.6% | 0.17% | −0.02 |
| JPSE JPM Diversified RT Small Cap | Reduce -0.9% | 0.37% | −0.02 |
| USDU Wisdomtree BBG Usd Bullish | Reduce -0.3% | 0.11% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.5% | 0.37% | −0.01 |
| PZA Invesco National Amt-Free Mu | Reduce -0.0% | 0.10% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -1.5% | 0.11% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.1% | 0.11% | −0.01 |
| VCR Vanguard Consumer Discre ETF | Reduce -2.6% | 0.23% | −0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.4% | 0.22% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.31% | +0.00 |
| VOX Vanguard Communication Servi | Reduce -3.8% | 0.13% | +0.00 |
| IBUY Amplify Online Retail ETF | Reduce -3.9% | 0.25% | +0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -1.3% | 0.30% | +0.01 |
| PAVE Global X US Infrastructure | Reduce -1.1% | 0.33% | +0.02 |
| HBTA Horizon Expedition Plus ETF | Reduce -0.4% | 0.27% | +0.02 |
| SMH Vaneck Semiconductor ETF | Reduce -0.8% | 0.55% | +0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| RAVI NT Ultrashrt Fi ETF | Add +903.3% | 4.62% | +4.12 |
| IGM iShares Expanded Tech Sector | Add +0.2% | 2.52% | +0.32 |
| JPIN JPM Diversified Ret Intl Eq | New | 0.11% | +0.11 |
| IVW iShares S&P 500 Growth ETF | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | New | 0.10% | +0.10 |
| MSFT Microsoft Corp. | Add +0.6% | 0.24% | +0.05 |
| ESG NT Stoxx US ESG ETF | Add +0.2% | 2.53% | +0.03 |
| TSLA Tesla Inc. | Add +0.2% | 0.16% | +0.02 |
| MS Morgan Stanley | Add +0.1% | 0.14% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.21% | +0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +9.8% | 0.16% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.7% | 0.42% | +0.01 |
| VFQY Vanguard U.S. Quality Factor | Add +1.2% | 0.58% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +0.1% | 0.19% | +0.00 |
| FIW First Trust Water ETF | Add +0.1% | 0.87% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Add +11.4% | 3.45% | −0.01 |
| XLB SS Materials Select Sector | Add +0.5% | 0.27% | −0.01 |
| VPU Vanguard Utilities ETF | Add +0.2% | 0.40% | −0.02 |
| IGE iShares North American Natur | Add +1.8% | 0.21% | −0.02 |
| SCHH Schwab US REIT ETF | Add +2.1% | 0.32% | −0.03 |
| CVX Chevron Corp. | Add +0.1% | 0.10% | −0.03 |
| GATX Gatx Corp. | Add +0.0% | 0.34% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Add +0.7% | 0.83% | −0.03 |
| REZ Ishars Res and Multi Reales | Add +1.7% | 0.31% | −0.04 |
| RSPR Invesco S&P 500 Equal Weight | Add +1.4% | 0.47% | −0.04 |
| AAPL Apple Inc. | Add +0.1% | 0.81% | −0.14 |
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 |