Notify me when IFS Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 193 | $192,478,072 | +$41,185,277 | -$21,645,378 | +$19,539,899 | IVV, IBDR, SGOV, DGRO, SCHG | 13F-HR | 09 Jan 2026, 14:31 |
| Q3 2025 | 177 | $170,886,939 | +$32,156,362 | -$1,219,640 | +$30,936,722 | IVV, SGOV, IEFA, DGRO, SCHG | 13F-HR | 15 Oct 2025, 17:23 |
| Q2 2025 | 170 | $132,163,852 | +$35,778,437 | -$36,761,019 | -$982,582 | IVV, SGOV, IEFA, DGRO, SCHG | 13F-HR | 22 Jul 2025, 17:20 |
| Q1 2025 | 199 | $123,158,362 | +$1,881,676 | -$367,460 | +$1,514,216 | IVV, SGOV, DGRO, VGT, IJH | 13F-HR | 10 Apr 2025, 14:29 |
| Q4 2024 | 188 | $127,224,830 | +$4,864,317 | -$2,150,580 | +$2,713,737 | IVV, SGOV, VGT, DGRO, IJH | 13F-HR | 14 Jan 2025, 19:12 |
| Q3 2024 | 157 | $126,279,177 | +$1,925,186 | -$325,214 | +$1,599,972 | IVV, SGOV, DGRO, VGT, IJH | 13F-HR | 15 Oct 2024, 16:53 |
| Q2 2024 | 155 | $118,572,527 | +$2,999,939 | -$1,294,767 | +$1,705,172 | IVV, SGOV, VGT, DGRO, IJH | 13F-HR | 29 Jul 2024, 15:26 |
| Q1 2024 | 152 | $114,555,944 | +$29,432,437 | -$414,572 | +$29,017,865 | IVV, SGOV, DGRO, VGT, IJH | 13F-HR | 04 Apr 2024, 17:20 |
| Q4 2023 | 146 | $84,157,056 | +$24,300,942 | -$53,264 | +$24,247,678 | IVV, DGRO, VGT, IJH, IJR | 13F-HR | 04 Jan 2024, 17:42 |
| Q3 2023 | 145 | $53,651,365 | +$15,133,701 | -$295,156 | +$14,838,545 | IVV, DGRO, VGT, IJH, IJR | 13F-HR | 01 Nov 2023, 16:12 |
| Q2 2023 | 148 | $40,480,388 | +$14,533,276 | -$90,762 | +$14,442,514 | IVV, DGRO, VGT, IWB, AAPL | 13F-HR | 02 Aug 2023, 15:58 |
| Q1 2023 | 124 | $24,487,704 | +$589,645 | -$35,000,194 | -$34,410,549 | IVV, DGRO, IWB, EPS, ADP | 13F-HR | 01 May 2023, 17:54 |
| Q4 2022 | 132 | $57,853,607 | +$1,834,988 | -$383,153 | +$1,451,835 | SCHO, VGSH, IVV, DGRO, SHY | 13F-HR | 27 Jan 2023, 14:43 |
| Q3 2022 | 102 | $54,448,000 | +$19,072,867 | -$1,349,094 | +$17,723,773 | SCHO, VGSH, IVV, DGRO, SHY | 13F-HR | 03 Nov 2022, 13:26 |
| Q2 2022 | 101 | $37,554,000 | +$404,751 | -$59,566,380 | -$59,161,629 | SCHO, VGSH, SHY, IWB, EPS | 13F-HR | 27 Jul 2022, 15:10 |
| Q1 2022 | 110 | $106,778,000 | +$33,334,949 | -$63,310,908 | -$29,975,959 | IVV, DGRO, SCHO, VGSH, SCHD | 13F-HR | 10 May 2022, 12:38 |
| Q4 2021 | 120 | $142,297,000 | +$1,843,000 | -$23,449,849 | -$21,606,849 | IVV, SCHO, VGSH, SPDW, DGRO | 13F-HR | 16 Feb 2022, 15:04 |
| Q3 2021 | 27 | $156,054,000 | +$33,401,301 | -$25,393,779 | +$8,007,522 | IVV, SCHO, VGSH, SPDW, DGRO | 13F-HR | 09 Nov 2021, 14:12 |
| Q2 2021 | 28 | $148,917,000 | +$35,832,559 | -$20,154,275 | +$15,678,284 | IVV, SPDW, VGT, DGRO, SCHO | 13F-HR | 29 Jul 2021, 09:59 |
| Q1 2021 | 24 | $127,824,000 | +$24,319,050 | -$32,735,499 | -$8,416,449 | IVV, DGRO, SCHO, BND, SHY | 13F-HR | 28 Apr 2021, 11:44 |
| Q4 2020 | 163 | $130,603,000 | $0 | $0 | $0 | IVV, VOO, SPTL, BND, DGRO | 13F-HR | 25 Jan 2021, 10:42 |