Investors Research Corp
CIK 1730630 · Holdings on Sep 30, 2025 · First reported Oct 2, 2025
Top ten holdings
Q3 2025- IWY4.08%
- SPYG3.88%
- OEF3.51%
- SCHX3.50%
- SPYM3.50%
- VV3.32%
- FTCS2.89%
- VSDA2.81%
- FHLC2.54%
- SPTM2.13%
Share classes counted separately32.16%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWYWeight increased · +0.32 pp3.76% → 4.08%Shares +2.76K (+3.55%)
- SPYGWeight increased · +0.27 pp3.61% → 3.88%Shares +7.59K (+3.93%)
- OEFWeight increased · +0.23 pp3.28% → 3.51%Shares +2.07K (+3.76%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $22.04M | 4.08% | 80.54K shares | 3.76% → 4.08%+0.32 pp +2.76K (+3.55%) | Added | ↗▾ |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $20.98M | 3.88% | 200.72K shares | 3.61% → 3.88%+0.27 pp +7.59K (+3.93%) | Added | ↗▾ |
| 03 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $18.96M | 3.51% | 56.98K shares | 3.28% → 3.51%+0.23 pp +2.07K (+3.76%) | Added | ↗▾ |
| 04 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $18.91M | 3.50% | 718.01K shares | 3.31% → 3.50%+0.19 pp +27.33K (+3.96%) | Added | ↗▾ |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $18.89M | 3.50% | 241.19K shares | 3.30% → 3.50%+0.20 pp +9.75K (+4.21%) | Added | ↗▾ |
| 06 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $17.96M | 3.32% | 58.35K shares | 3.14% → 3.32%+0.18 pp +2.17K (+3.87%) | Added | ↗▾ |
| 07 | FTCSFIRST TRUST CAPITAL STRENGTHCAP STRENGTH ETF View history and evidence | $15.59M | 2.89% | 166.53K shares | 2.84% → 2.89%+0.05 pp +7.26K (+4.56%) | Added | ↗▾ |
| 08 | VSDAVICTORYSHARES DIVIDEND ACCELVICSHS DV AC ETF View history and evidence | $15.20M | 2.81% | 284.36K shares | 2.76% → 2.81%+0.05 pp +12.88K (+4.75%) | Added | ↗▾ |
| 09 | FHLCFIDELITY MSCI HEALTH CAREMSCI HLTH CARE I View history and evidence | $13.74M | 2.54% | 205.44K shares | 2.44% → 2.54%+0.10 pp +10.56K (+5.42%) | Added | ↗▾ |
| 10 | SPTMSS SPDR P S&P 1500 COMP ETFPORTFOLI S&P1500 View history and evidence | $11.54M | 2.13% | 143.06K shares | 2.12% → 2.13%+0.01 pp -1.04K (-0.73%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 85
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SNN SMITH & NEPHEW PLC -SPON ADR | Non-derivative | -21,009 | -$643.51K | SEC filing ↗ | SEC filing ↗ |
| HSBC HSBC HOLDINGS PLC-SPONS ADR | Non-derivative | -9,666 | -$587.60K | SEC filing ↗ | SEC filing ↗ |
| ABX BARRICK GOLD CORP | Non-derivative | -11,578 | -$241.05K | SEC filing ↗ | SEC filing ↗ |
3 / 85 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1730630 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 540479223
}Research all 870 reported holdings.
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