Accurate Wealth Management’s Applied Finance IVS US SMID ETF IVSS Stock Holding History

Accurate Wealth Management’s Portfolio IVSS Stock Details IVSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$877K	Buy	29,439 +3,463	+13%	+$104K	0.08%	248
2026 Q2	$782K	Buy	25,976 +7,310	+39%	+$205K	0.07%	260
2026 Q1	$501K	Buy	+18,666	New	+$496K	0.06%	316

Other funds holding IVSS

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Accurate Wealth Management's IVSS Position: Q3 2026 in Review

Accurate Wealth Management increased its Applied Finance IVS US SMID ETF (IVSS) stake by 13% in Q3 2026, buying an estimated $104K and bringing the position to 29,439 shares worth $877K. The position accounts for 0.08% of the portfolio, ranked #248.

Accurate Wealth Management first reported a position in IVSS in Q1 2026 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold IVSS as of Q3 2026.

Accurate Wealth Management held 29,439 shares of Applied Finance IVS US SMID ETF worth $877K as of Q3 2026.
Accurate Wealth Management bought 3,463 Applied Finance IVS US SMID ETF shares in Q3 2026, an estimated $104K.
Applied Finance IVS US SMID ETF made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #248 holding.
Accurate Wealth Management first reported a position in Applied Finance IVS US SMID ETF in Q1 2026 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.