IFG Advisory’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.23M Sell
15,880
-1,152
-7% -$93.7K 0.04% 399
2026
Q2
$1.4M Buy
17,032
+16,532
+3,306% +$1.28M 0.05% 364
2026
Q1
$35.6K Sell
500
-16,640
-97% -$1.22M 0.1% 153
2025
Q4
$1.19M Sell
17,140
-1,581
-8% -$109K 0.05% 332
2025
Q3
$1.28M Buy
18,721
+1,191
+7% +$79.5K 0.06% 315
2025
Q2
$1.12M Buy
17,530
+3,656
+26% +$219K 0.06% 319
2025
Q1
$829K Sell
13,874
-458
-3% -$29.5K 0.05% 354
2024
Q4
$933K Buy
14,332
+811
+6% +$54.2K 0.05% 307
2024
Q3
$877K Sell
13,521
-253
-2% -$15.8K 0.06% 285
2024
Q2
$828K Buy
13,774
+1,009
+8% +$60.7K 0.05% 315
2024
Q1
$796K Buy
12,765
+4,471
+54% +$265K 0.06% 272
2023
Q4
$495K Buy
8,294
+4,265
+106% +$229K 0.04% 368
2023
Q3
$211K Buy
+4,029
New +$222K 0.02% 509

Other funds holding DFAS

IFG Advisory's DFAS Position: Q3 2026 in Review

IFG Advisory reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 6.8% in Q3 2026, selling an estimated $93.7K and leaving 15,880 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #399.

IFG Advisory first reported a position in DFAS in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.4M in Q2 2026. 593 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • IFG Advisory held 15,880 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.23M as of Q3 2026.
  • IFG Advisory sold 1,152 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $93.7K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.04% of IFG Advisory's portfolio in Q3 2026, its #399 holding.
  • IFG Advisory first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2023 and has held it in 13 quarters since.
  • IFG Advisory's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1.4M in Q2 2026.
  • 593 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.