INTERACTIVE FINANCIAL ADVISORS, INC. FIW — FT ISE WATER INDEX

Ownership history in INTERACTIVE FINANCIAL ADVISORS, INC.  ·  41 quarters on record

AI Ownership Summary

INTERACTIVE FINANCIAL ADVISORS, INC. reported FT ISE WATER INDEX (FIW) in 41 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.96% in 2024 Q1. The latest visible filing shows FIW at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INTERACTIVE FINANCIAL ADVISORS, INC.'s position in FT ISE WATER INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FIW was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FIW stock page INTERACTIVE FINANCIAL ADVISORS, INC. fund profile INTERACTIVE FINANCIAL ADVISORS, INC. full holdings
How INTERACTIVE FINANCIAL ADVISORS, INC. held FIW — position size vs. price
% of Fund (quarterly)    FIW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,611 +694 +17.7% 0.30% $499K 2026-07-31 $108.71
2026 Q1 REDUCED 10.7% +5.3% ❌ 3,917 -471 -10.7% 0.26% $404K 2026-04-28 $106.82
2025 Q4 REDUCED 47.5% -4.9% ✅ 4,388 -3,971 -47.5% 0.31% $477K 2026-02-09 $113.70
2025 Q3 REDUCED 49.4% -1.5% ✅ 8,359 -8,152 -49.4% 0.51% $939K 2025-10-29 $111.77
2025 Q2 ADDED — — — 16,511 +17 +0.1% 0.87% $1.8M 2025-07-29 $108.90
2025 Q1 REDUCED — — — 16,494 -474 -2.8% 0.88% $1.7M 2025-04-29 $99.76
2024 Q4 REDUCED — — — 16,968 -54 -0.3% 0.91% $1.7M 2025-02-06 $104.37
2024 Q3 ADDED — — — 17,022 +232 +1.4% 0.96% $1.9M 2024-10-30 $105.22
2024 Q2 REDUCED — — — 16,790 -290 -1.7% 0.93% $1.7M 2024-08-02 $103.54
2024 Q1 ADDED — — — 17,080 +12,670 +287.3% 0.96% $1.7M 2024-05-03 $100.74
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FIW

As of 2026 Q2 — sorted by position size

Polianta Ltd 3Y 7Y 3.62% Mainsail Financial Group, LLC 3Y 2.4% Prism Advisors, Inc. 3Y 7Y 1.18% White Pine Investment CO 3Y 7Y 1.15% BLVD Private Wealth, LLC 1.1% Ipsen Advisor Group LLC 3Y 0.96% Morey & Quinn Wealth Partners, LLC 0.87% Stegent Equity Advisors, Inc. 3Y 0.77% CORRADO ADVISORS, LLC 3Y 7Y 0.76% Raab & Moskowitz Asset Management LLC 3Y 7Y 0.73%

FAQ About INTERACTIVE FINANCIAL ADVISORS, INC. and FIW

These are the practical questions this page is built to answer before you even open the full history table.

How long has INTERACTIVE FINANCIAL ADVISORS, INC. reported owning FIW?

INTERACTIVE FINANCIAL ADVISORS, INC. reported FIW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FIW position in INTERACTIVE FINANCIAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for FIW was 0.96% in 2024 Q1.

What is the latest reported FIW position on this page?

The most recent filing on this page is 2026 Q2, when INTERACTIVE FINANCIAL ADVISORS, INC. reported 4,611 shares, equal to 0.30% of portfolio, with an estimated market value of $499K.

What does the chart on this FIW ownership page compare?

The chart compares INTERACTIVE FINANCIAL ADVISORS, INC.'s quarterly FIW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INTERACTIVE FINANCIAL ADVISORS, INC. time their FIW position?

Based on 13F filing dates vs. subsequent FIW price moves, INTERACTIVE FINANCIAL ADVISORS, INC. correctly timed 19 out of 40 reported position changes (48%). The annualised alpha on FIW relative to SPY over the holding period was -2.3%.

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