Investment Research & Advisory Group, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Investment Research & Advisory Group, Inc. opened 16 positions, added to 35, reduced 5, sold out of 1 and left 43 unchanged. The largest increase in value was VOO (+$11,799,308); the largest decrease was RSP (-$159,127).
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 115,534; Shares 2026-06-30 117,699.
- VTWO: Country of operation —; Class VNG RUS2000IDX; Shares 2026-03-31 26,538; Shares 2026-06-30 27,278.
- VB: Country of operation —; Class SMALL CP ETF; Shares 2026-03-31 10,435; Shares 2026-06-30 10,911.
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2026-03-31 13,416; Shares 2026-06-30 15,732.
Two Form 13F-HR filings compared (SEC CIK 1802136): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
VOO
VANGUARD S&P 500 ETF | | S&P 500 ETF SHS | 115,534 | 117,699 | +2,165 | $69,037,528 | $80,836,836 | +$11,799,308 |
|---|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | | VNG RUS2000IDX | 26,538 | 27,278 | +740 | $2,658,354 | $3,312,148 | +$653,794 |
|---|
VB
VANGUARD SMALL-CAP INDEXFUND ETF SHARES | | SMALL CP ETF | 10,435 | 10,911 | +476 | $2,733,221 | $3,307,471 | +$574,250 |
|---|
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF | | CORE MSCI EMKT | 13,416 | 15,732 | +2,316 | $935,942 | $1,303,248 | +$367,306 |
|---|
SPYX
STATE STREET SPDR S&P 500 ETF TRUST | | SPDR S&P 500 ETF | 3,224 | 3,231 | +7 | $2,096,715 | $2,413,006 | +$316,291 |
|---|
IEFA
ISHARES CORE MSCI EAFE ETF | | CORE MSCI EAFE | 18,690 | 19,911 | +1,221 | $1,691,997 | $1,922,972 | +$230,975 |
|---|
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | | VG TL INTL STK F | 14,705 | 15,732 | +1,027 | $1,133,912 | $1,344,957 | +$211,045 |
|---|
IVW
ISHARES S&P 500 GROWTH ETF | | S&P 500 GRWT ETF | 7,074 | 7,080 | +6 | $800,126 | $973,766 | +$173,640 |
|---|
IVV
ISHARES CORE S&P 500 ETF | | CORE S&P 500 ETF | 1,395 | 1,433 | +38 | $911,381 | $1,073,264 | +$161,883 |
|---|
IJH
ISHARES CORE S&P MID-CAPETF | | CORE S&P MCP ETF | 14,095 | 14,112 | +17 | $951,813 | $1,088,186 | +$136,373 |
|---|
SCHD
SCHWAB U.S. DIVIDEND EQUITY ETF | | US DIVIDEND EQ | 5 | 3,561 | +3,556 | $158 | $112,932 | +$112,774 |
|---|
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | | ALLWRLD EX US ETF | 9,504 | 9,549 | +45 | $759,742 | $850,423 | +$90,681 |
|---|
VDE
VANGUARD ENERGY INDEX FUND ETF SHARES | | ENERGY ETF | 4,082 | 4,110 | +28 | $706,429 | $617,066 | -$89,363 |
|---|
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | | TECHNOLOGY | 729 | 788 | +59 | $143,408 | $224,236 | +$80,828 |
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PRF
INVESCO RAFI US 1000 ETF | | RAFI US 1000 ETF | 2,133 | 3,216 | +1,083 | $101,400 | $173,750 | +$72,350 |
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MGV
VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | | MEGA CAP VAL ETF | 3,800 | 3,805 | +5 | $550,832 | $621,950 | +$71,118 |
|---|
IJR
ISHARES CORE S&P SMALL-CAP ETF | | CORE S&P SCP ETF | 2,054 | 2,055 | +1 | $274,218 | $325,243 | +$51,025 |
|---|
BND
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | | TOTAL BND MKT | 16,406 | 17,152 | +746 | $1,208,157 | $1,259,130 | +$50,973 |
|---|
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | | SML CP GRW ETF | 741 | 742 | +1 | $223,967 | $271,255 | +$47,288 |
|---|
SPHY
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | | PORTFLI HIGH YLD ETF | 19,779 | 21,645 | +1,866 | $461,258 | $507,351 | +$46,093 |
|---|
IVE
ISHARES S&P 500 VALUE ETF | | S&P 500 VAL ETF | 2,588 | 2,599 | +11 | $546,525 | $590,036 | +$43,511 |
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ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
CUSIP 464587150 | | CORE S&P TTL STK ETF | 1,718 | 1,722 | +4 | $244,701 | $282,916 | +$38,215 |
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DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF | | INTERNATNAL VAL | 1,600 | 2,234 | +634 | $84,448 | $120,668 | +$36,220 |
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VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | | HIGH DIV YLD | 38 | 231 | +193 | $5,628 | $36,505 | +$30,877 |
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SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | | STATE STREET SPD | 657 | 658 | +1 | $64,335 | $78,279 | +$13,944 |
|---|
PXF
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | | RAFI DVLPD MRKTS | 146 | 284 | +138 | $10,209 | $21,450 | +$11,241 |
|---|
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | | FINANCIAL | 483 | 485 | +2 | $67,403 | $77,893 | +$10,490 |
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BNDX
VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | | TOTAL INT BD ETF | 2,220 | 2,400 | +180 | $106,686 | $116,236 | +$9,550 |
|---|
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | | STATE STREET SPD | 954 | 968 | +14 | $43,571 | $48,789 | +$5,218 |
|---|
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF | | US LCAP GR ETF | 616 | 617 | +1 | $17,938 | $20,893 | +$2,955 |
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SCHB
SCHWAB U.S. BROAD MARKETETF | | US BRD MKT ETF | 662 | 664 | +2 | $16,625 | $19,233 | +$2,608 |
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SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | | SPD | 452 | 457 | +5 | $21,204 | $23,648 | +$2,444 |
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VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | | VAN FTSE DEV MKT | 204 | 205 | +1 | $13,083 | $14,625 | +$1,542 |
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VO
VANGUARD MID-CAP INDEX FUND ETF SHARES | | MID CAP ETF | 17 | 68 | +51 | $4,882 | $5,479 | +$597 |
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BSV
VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | | SHORT TRM BOND | 139 | 140 | +1 | $10,888 | $10,929 | +$41 |
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