ASN
IVSS

Advisory Services Network’s Applied Finance IVS US SMID ETF IVSS Stock Holding History

Advisory Services Network’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
Q1 		$2.51M Buy
96,604
+16,464
+21% +$438K 0.03% 556
2025
Q4 		$2.02M Buy
+80,140
New +$2.05M 0.03% 604

Other funds holding IVSS

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
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
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Services Network's IVSS Position: Q1 2026 in Review

Advisory Services Network increased its Applied Finance IVS US SMID ETF (IVSS) stake by 21% in Q1 2026, buying an estimated $438K and bringing the position to 96,604 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #556.

Advisory Services Network first reported a position in IVSS in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold IVSS as of Q1 2026.

  • Advisory Services Network held 96,604 shares of Applied Finance IVS US SMID ETF worth $2.51M as of Q1 2026.
  • Advisory Services Network bought 16,464 Applied Finance IVS US SMID ETF shares in Q1 2026, an estimated $438K.
  • Applied Finance IVS US SMID ETF made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #556 holding.
  • Advisory Services Network first reported a position in Applied Finance IVS US SMID ETF in Q4 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.