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
Q2 		$3.03M Buy
101,391
+4,787
+5% +$135K 0.03% 537
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 $62.3B AUM 44.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Advisory Services Network's IVSS Position: Q2 2026 in Review

Advisory Services Network increased its Applied Finance IVS US SMID ETF (IVSS) stake by 5% in Q2 2026, buying an estimated $135K and bringing the position to 101,391 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #537.

Advisory Services Network first reported a position in IVSS in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold IVSS as of Q2 2026.

  • Advisory Services Network held 101,391 shares of Applied Finance IVS US SMID ETF worth $3.03M as of Q2 2026.
  • Advisory Services Network bought 4,787 Applied Finance IVS US SMID ETF shares in Q2 2026, an estimated $135K.
  • Applied Finance IVS US SMID ETF made up 0.03% of Advisory Services Network's portfolio in Q2 2026, its #537 holding.
  • Advisory Services Network first reported a position in Applied Finance IVS US SMID ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.