13F Filings History of INTERACTIVE FINANCIAL ADVISORS, INC.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$154,758,530
Signature - Title
Rick Peterbok - CEO, President, CCO
Location
New Lenox, IL
Summary
This page shows a list of all the recent 13F filings made by INTERACTIVE FINANCIAL ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INTERACTIVE FINANCIAL ADVISORS, INC. reported 78 stock holdings with total value $154,758,530 as of Q4 2025. Top holdings included IVV, VEA, AGG, RAVI, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 78 $154,758,530 +$3,518,792 -$33,701,517 -$30,182,725 IVV, VEA, AGG, RAVI, QQQ 13F-HR 09 Feb 2026, 10:25
Q3 2025 81 $184,944,933 +$501,061 -$32,271,510 -$31,770,449 IVV, AGG, VEA, VIG, RAVI 13F-HR 29 Oct 2025, 11:54
Q2 2025 87 $205,140,114 +$10,043,709 -$6,931,351 +$3,112,358 IVV, AGG, VIG, VEA, QQQ 13F-HR 29 Jul 2025, 10:10
Q1 2025 84 $189,314,993 +$4,523,801 -$2,948,357 +$1,575,444 IVV, AGG, VIG, VEA, QQQ 13F-HR 29 Apr 2025, 14:48
Q4 2024 86 $190,816,428 +$3,963,829 -$4,031,899 -$68,070 IVV, AGG, VIG, QQQ, VEA 13F-HR 06 Feb 2025, 09:04
Q3 2024 89 $194,287,626 +$9,182,872 -$7,137,730 +$2,045,142 IVV, AGG, VIG, VEA, QQQ 13F-HR 30 Oct 2024, 11:43
Q2 2024 86 $181,478,656 +$8,671,603 -$9,622,110 -$950,507 IVV, AGG, VIG, VEA, QQQ 13F-HR 02 Aug 2024, 11:13
Q1 2024 85 $180,901,222 +$5,363,484 -$18,259,005 -$12,895,521 IVV, AGG, VIG, VEA, QUAL 13F-HR 03 May 2024, 10:37
Q4 2023 82 $23,462,799 $0 $0 $0 SHY, TLT, TSLA, XT, GOVT 13F-HR 05 Feb 2024, 13:04
Q3 2023 84 $148,321,372 +$26,042,928 -$18,486,852 +$7,556,076 IVV, AGG, VEA, VIG, QUAL 13F-HR 26 Oct 2023, 10:39
Q2 2023 80 $147,197,370 +$20,513,881 -$33,910,281 -$13,396,400 IVV, AGG, VIG, VEA, LQD 13F-HR 31 Jul 2023, 18:16
Q1 2023 80 $155,968,790 +$2,098,234 -$18,856,958 -$16,758,724 IVV, VIG, AGG, EFV, IWN 13F-HR 26 Apr 2023, 19:33
Q4 2022 167 $166,851,403 +$16,387,560 -$31,256,766 -$14,869,206 IVV, VIG, AGG, EFV, IWN 13F-HR 08 Feb 2023, 12:59
Q3 2022 168 $171,236,000 +$21,898,370 -$37,815,301 -$15,916,931 VANGUARD TREASURY MONEY MARKET FUND INVESTOR CLASS (GOVT), IVV, AGG, VIG, IWN 13F-HR 14 Nov 2022, 12:23
Q2 2022 157 $198,462,000 +$20,861,904 -$23,939,503 -$3,077,599 IVV, AGG, VANGUARD TREASURY MONEY MARKET FUND INVESTOR CLASS (GOVT), VIG, FXF 13F-HR 10 Aug 2022, 14:57
Q1 2022 163 $204,980,000 +$23,742,589 -$35,790,079 -$12,047,490 IVV, VIG, LQD, FXF, AAPL 13F-HR 09 May 2022, 13:23
Q4 2021 168 $261,192,000 +$43,280,957 -$22,438,271 +$20,842,686 IVV, VIG, LQD, AGG, SPY 13F-HR 11 Feb 2022, 09:13
Q3 2021 169 $226,816,000 +$37,905,268 -$52,133,574 -$14,228,306 IVV, AGG, LQD, VIG, SPY 13F-HR 09 Nov 2021, 12:10
Q2 2021 169 $245,505,000 +$31,937,224 -$36,408,614 -$4,471,390 IVV, AGG, VIG, LQD, IWN 13F-HR 30 Jul 2021, 11:07
Q1 2021 162 $237,881,000 +$46,780,585 -$26,656,350 +$20,124,235 IVV, AGG, VIG, LQD, IWN 13F-HR 11 May 2021, 09:02
Q4 2020 164 $219,783,000 +$35,789,258 -$33,120,009 +$2,669,249 IVV, AGG, LQD, FXF, VIG 13F-HR 21 Jan 2021, 10:56
Q3 2020 148 $201,331,000 +$33,535,316 -$45,054,760 -$11,519,444 IVV, LQD, AGG, VIG, FXI 13F-HR 29 Oct 2020, 10:56
Q2 2020 137 $202,993,000 +$80,340,552 -$7,118,937 +$73,221,615 IVV, AGG, FXF, LQD, VIG 13F-HR 27 Jul 2020, 10:06
Q1 2020 108 $113,274,000 +$4,449,626 -$76,862,020 -$72,412,394 AGG, IVV, VIG, LQD, TLT 13F-HR 05 May 2020, 09:19
Q4 2019 142 $221,916,000 +$31,363,477 -$35,219,035 -$3,855,558 VIG, IVV, LQD, AGG, SPY 13F-HR 27 Jan 2020, 13:03
Q3 2019 123 $217,455,000 +$39,781,671 -$42,149,592 -$2,367,921 VIG, IVV, LQD, AGG, SPY 13F-HR 24 Oct 2019, 15:02
Q2 2019 138 $218,018,000 +$55,591,275 -$50,321,238 +$5,270,037 ILF, IVV, LQD, AGG, VIG 13F-HR 17 Jul 2019, 09:22
Q1 2019 121 $207,607,000 +$39,066,644 -$39,237,844 -$171,200 VIG, IVV, AGG, LQD, GLD Restatement 11 Jun 2019, 16:52
Q4 2018 99 $192,972,000 +$50,212,392 -$48,922,782 +$1,289,610 VIG, IVV, AGG, LQD, XLV 13F-HR 05 Feb 2019, 16:03
Q3 2018 121 $210,423,000 +$36,401,916 -$39,938,811 -$3,536,895 IVV, IJT, AGG, LQD, VIG 13F-HR 15 Nov 2018, 13:37
Q2 2018 110 $211,458,000 +$58,136,750 -$54,870,539 +$3,266,211 IVV, IJT, AGG, LQD, VIG 13F-HR 19 Jul 2018, 11:43
Q1 2018 105 $209,459,000 +$46,281,001 -$61,106,493 -$14,825,492 IVV, AGG, LQD, FXF, VIG 13F-HR 16 Apr 2018, 17:59
Q4 2017 111 $227,418,000 +$29,423,606 -$27,139,464 +$2,284,142 IVV, ACWX, AGG, VWO, LQD 13F-HR 22 Jan 2018, 15:21
Q3 2017 98 $219,339,000 +$27,313,265 -$25,573,877 +$1,739,388 IVV, AGG, VWO, ACWX, LQD 13F-HR 12 Oct 2017, 11:48
Q2 2017 102 $212,466,000 +$55,572,083 -$51,208,084 +$4,363,999 IVV, VIG, AGG, VOO, LQD 13F-HR 12 Jul 2017, 11:34
Q1 2017 100 $205,484,000 +$30,110,812 -$21,437,626 +$8,673,186 IVV, AGG, IJR, LQD, VIG 13F-HR 01 May 2017, 13:39
Q4 2016 103 $198,591,000 +$55,352,430 -$53,007,892 +$2,344,538 IVV, AGG, IJR, LQD, VIG 13F-HR 17 Jan 2017, 09:17
Q3 2016 109 $199,728,000 +$29,876,429 -$20,143,142 +$9,733,287 IVV, VIG, AGG, LQD, IWN 13F-HR 12 Oct 2016, 13:29
Q2 2016 93 $189,808,000 +$38,648,107 -$16,331,609 +$22,316,498 VIG, IVV, AGG, LQD, VOO 13F-HR 14 Jul 2016, 13:18
Q1 2016 102 $163,029,000 +$21,498,027 -$32,131,108 -$10,633,081 IVV, AGG, LQD, VIG, IWN 13F-HR 21 Apr 2016, 13:53
Q4 2015 112 $172,360,000 +$11,736,295 -$18,285,947 -$6,549,652 IJT, IVV, AGG, LQD, VIG 13F-HR 12 Jan 2016, 15:55
Q3 2015 105 $176,391,000 +$33,098,046 -$34,156,871 -$1,058,825 IJT, IVV, AGG, SHY, LQD 13F-HR 16 Oct 2015, 14:01
Q2 2015 101 $185,259,000 +$31,804,353 -$28,906,379 +$2,897,974 IVV, AGG, VIG, LQD, IJT 13F-HR 13 Jul 2015, 15:14
Q1 2015 105 $186,229,000 +$21,171,580 -$19,442,181 +$1,729,399 IVV, AGG, LQD, VIG, IWN 13F-HR 14 Apr 2015, 14:06
Q4 2014 90 $182,340,000 +$17,640,522 -$14,570,457 +$3,070,065 IVV, AGG, VIG, LQD, IWN 13F-HR 23 Jan 2015, 19:28
Q3 2014 88 $175,822,000 +$7,674,067 -$4,290,473 +$3,383,594 IVV, AGG, VIG, IWN, EFV 13F-HR 14 Nov 2014, 10:26
Q2 2014 86 $176,881,000 +$12,839,391 -$13,367,371 -$527,980 IVV, AGG, VIG, IWN, EFV Restatement 02 Dec 2014, 14:04
Q1 2014 120 $172,296,000 +$5,136,252 -$4,613,189 +$523,063 IVV, AGG, VIG, IWN, EFV 13F-HR 14 Apr 2014, 13:47
Q4 2013 71 $169,850,000 $0 $0 $0 IVV, AGG, VIG, IWN, EFV 13F-HR 06 Jan 2014, 18:51