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Investor's Fiduciary Advisor Network, LLC Historic Quarter Change: USA ETF, Reduced

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Investor's Fiduciary Advisor Network, LLC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Investor's Fiduciary Advisor Network, LLC opened 324 positions, added to 192, reduced 203 and sold out of 326.

  • Q2 2026: Stock ESGU; Country of operation —; Class ESG AWR MSCI USA; Shares before 11,666.
  • Q2 2026: Stock SCHZ; Country of operation —; Class US AGGREGATE B; Shares before 64,256.
  • Q2 2026: Stock IVW; Country of operation —; Class S&P 500 GRWT ETF; Shares before 14,322.
  • Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 16,758.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2044901), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026ESGU
ISHARES TR		ESG AWR MSCI USA11,6661,368-10,298$1,649$223-$1,4262026-08-13
Q2 2026SCHZ
SCHWAB STRATEGIC TR		US AGGREGATE B64,2569,464-54,792$1,492$218-$1,2742026-08-13
Q2 2026IVW
ISHARES TR		S&P 500 GRWT ETF14,3222,616-11,706$1,619$359-$1,2602026-08-13
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 116,75814,683-2,075$9,672$10,812+$1,1402026-08-13
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ435,304397,125-38,179$13,355$12,592-$7632026-08-13
Q2 2026QUAL
ISHARES TR		MSCI USA QLT FCT22,38616,220-6,166$4,293$3,559-$7342026-08-13
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT1,350442-908$877$330-$5472026-08-13
Q2 2026SPMO
INVESCO EXCH TRADED FD TR II		S&P 500 MOMNTM6,1991,446-4,753$694$233-$4612026-08-13
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM32,03125,555-6,476$1,815$1,443-$3722026-08-13
Q2 2026QTEC
FIRST TR EXCHANGE-TRADED FD		SHS4,0573,621-436$876$1,211+$3352026-08-13
Q2 2026JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM36,23027,311-8,919$2,011$1,678-$3332026-08-13
Q2 2026SPGP
INVESCO EXCHANGE TRADED FD T		S&P 500 GARP ETF8,5694,840-3,729$922$591-$3312026-08-13
Q2 2026COWZ
PACER FDS TR		US CASH COWS 10020,82116,592-4,229$1,302$1,032-$2702026-08-13
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT18,21818,002-216$1,270$1,491+$2212026-08-13
Q2 2026VB
VANGUARD INDEX FDS		SMALL CP ETF3,0121,945-1,067$788$589-$1992026-08-13
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF4,8842,817-2,067$607$417-$1902026-08-13
Q2 2026VHT
VANGUARD WORLD FD		HEALTH CAR ETF4,9973,919-1,078$1,360$1,171-$1892026-08-13
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD35,51834,378-1,140$5,260$5,432+$1722026-08-13
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF86,63079,853-6,777$2,221$2,350+$1292026-08-13
Q2 2026QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF2,9511,943-1,008$701$588-$1132026-08-13
Q2 2026IWY
ISHARES TR		RUS TP200 GR ETF2,5421,791-751$632$520-$1122026-08-13
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF10,2277,496-2,731$690$578-$1122026-08-13
Q2 2026JQUA
J P MORGAN EXCHANGE TRADED F		US QUALTY FCTR51,27745,021-6,256$3,144$3,254+$1102026-08-13
Q2 2026VBR
VANGUARD INDEX FDS		SM CP VAL ETF6,3475,279-1,068$1,378$1,282-$962026-08-13
Q2 2026SPHQ
INVESCO EXCHANGE TRADED FD T		S&P500 QUALITY6,3214,371-1,950$475$393-$822026-08-13
Q2 2026RDVY
FIRST TR EXCHANGE TRADED FD		RISNG DIVD ACHIV6,9506,799-151$474$551+$772026-08-13
Q2 2026JMST
J P MORGAN EXCHANGE TRADED F		ULTRA SHT MUNCPL9,1477,832-1,315$466$399-$672026-08-13
Q2 2026FVD
FIRST TR EXCHANGE-TRADED FD		SHS28,42726,486-1,941$1,336$1,276-$602026-08-13
Q2 2026EXI
ISHARES TR		GLOB INDSTRL ETF3,3463,288-58$605$659+$542026-08-13
Q2 2026VFH
VANGUARD WORLD FD		FINANCIALS ETF15,88214,257-1,625$1,918$1,876-$422026-08-13
Q2 2026IGF
ISHARES TR		GLB INFRASTR ETF10,71310,222-491$717$680-$372026-08-13
Q2 2026VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF4,5193,799-720$400$366-$342026-08-13
Q2 2026IYW
ISHARES TR		U.S. TECH ETF1,6891,340-349$306$338+$322026-08-13
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF1,7531,454-299$376$344-$322026-08-13
Q2 2026VPU
VANGUARD WORLD FD		UTILITIES ETF3,2383,116-122$641$609-$322026-08-13
Q2 2026IXJ
ISHARES TR		GLOB HLTHCRE ETF7,2267,147-79$675$703+$282026-08-13
Q2 2026MXI
ISHARES TR		GLOBAL MATER ETF4,0833,883-200$433$410-$232026-08-13
Q2 2026VGK
VANGUARD INTL EQUITY INDEX F		FTSE EUROPE ETF6,9846,764-220$575$598+$232026-08-13
Q2 2026JMHI
J P MORGAN EXCHANGE TRADED F		HIGH YIELD MUNI8,3017,897-404$413$399-$142026-08-13
Q2 2026EMLP
FIRST TR EXCHANGE-TRADED FD		NO AMER ENERGY13,76713,543-224$601$589-$122026-08-13
Q2 2026IQDG
WISDOMTREE TR		INTL QULTY DIV9,6929,292-400$389$400+$112026-08-13
Q2 2026JMBS
JANUS DETROIT STR TR		HENDERSON MTG23,45323,308-145$1,059$1,048-$112026-08-13
Q2 2026VTC
VANGUARD SCOTTSDALE FDS		TOTAL CORP BND2,9272,789-138$224$214-$102026-08-13
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF1,1831,076-107$252$260+$82026-08-13
Q2 2026USHY
ISHARES TR		BROAD USD HIGH29,61429,491-123$1,090$1,091+$12026-08-13

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