AWM
IVSS

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
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

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Accurate Wealth Management's IVSS Position: Q2 2026 in Review

Accurate Wealth Management increased its Applied Finance IVS US SMID ETF (IVSS) stake by 39% in Q2 2026, buying an estimated $205K and bringing the position to 25,976 shares worth $782K. The position accounts for 0.07% of the portfolio, ranked #260.

Accurate Wealth Management first reported a position in IVSS in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold IVSS as of Q2 2026.

  • Accurate Wealth Management held 25,976 shares of Applied Finance IVS US SMID ETF worth $782K as of Q2 2026.
  • Accurate Wealth Management bought 7,310 Applied Finance IVS US SMID ETF shares in Q2 2026, an estimated $205K.
  • Applied Finance IVS US SMID ETF made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Accurate Wealth Management first reported a position in Applied Finance IVS US SMID ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.