Ownership history in INTERACTIVE FINANCIAL ADVISORS, INC. · 74 quarters on record
This page tracks every 13F SEC filing in which INTERACTIVE FINANCIAL ADVISORS, INC. reported a position in ISHARES S&P 500 INDEX FD ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 30,473 | -8,415 | -21.6% | 13.49% | $20.9M | $683.12 |
| 2025 Q3 | REDUCED | 38,888 | -4,255 | -9.9% | 14.07% | $26.0M | $665.17 |
| 2025 Q2 | REDUCED | 43,143 | -1,982 | -4.4% | 13.06% | $26.8M | $615.21 |
| 2025 Q1 | ADDED | 45,125 | +466 | +1.0% | 13.39% | $25.4M | $555.02 |
| 2024 Q4 | ADDED | 44,659 | +353 | +0.8% | 13.78% | $26.3M | $579.67 |
| 2024 Q3 | ADDED | 44,306 | +154 | +0.3% | 13.15% | $25.6M | $566.00 |
| 2024 Q2 | REDUCED | 44,152 | -5,323 | -10.8% | 13.31% | $24.2M | $534.89 |
| 2024 Q1 | ADDED | 49,475 | +35,628 | +257.3% | 14.38% | $26.0M | $512.33 |
| 2023 Q4 | REDUCED | 13,847 | -42,333 | -75.4% | 0.39% | $725K | $463.98 |
| 2023 Q3 | ADDED | 56,180 | +15,055 | +36.6% | 16.27% | $24.1M | $415.48 |
As of 2025 Q4 — sorted by position size