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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.22M Buy
112,671
+11,280
+11% +$340K 0.04% 461
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

Advisory Services Network's IVSS Position: Q3 2026 in Review

Advisory Services Network increased its Applied Finance IVS US SMID ETF (IVSS) stake by 11% in Q3 2026, buying an estimated $340K and bringing the position to 112,671 shares worth $3.22M. The position accounts for 0.04% of the portfolio, ranked #461.

Advisory Services Network first reported a position in IVSS in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold IVSS as of Q3 2026.

  • Advisory Services Network held 112,671 shares of Applied Finance IVS US SMID ETF worth $3.22M as of Q3 2026.
  • Advisory Services Network bought 11,280 Applied Finance IVS US SMID ETF shares in Q3 2026, an estimated $340K.
  • Applied Finance IVS US SMID ETF made up 0.04% of Advisory Services Network's portfolio in Q3 2026, its #461 holding.
  • Advisory Services Network first reported a position in Applied Finance IVS US SMID ETF in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q3 2026.

Based on Advisory Services Network's 13F filing for Q3 2026, filed 13 Nov 2026.