Atwood & Palmer
IVSS icon

Atwood & Palmer’s Applied Finance IVS US SMID ETF IVSS Stock Holding History

Atwood & Palmer’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 		$3.67M Buy
128,278
+5,269
+4% +$159K 0.19% 65
2026
Q2 		$3.68M Sell
123,009
-226
-0.2% -$6.35K 0.2% 60
2026
Q1 		$3.2M Buy
+123,235
New +$3.28M 0.18% 62

Other funds holding IVSS

EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Atwood & Palmer's IVSS Position: Q3 2026 in Review

Atwood & Palmer increased its Applied Finance IVS US SMID ETF (IVSS) stake by 4.3% in Q3 2026, buying an estimated $159K and bringing the position to 128,278 shares worth $3.67M. The position accounts for 0.19% of the portfolio, ranked #65.

Atwood & Palmer first reported a position in IVSS in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.68M in Q2 2026. 9 funds tracked by Wall St. Rank hold IVSS as of Q3 2026.

  • Atwood & Palmer held 128,278 shares of Applied Finance IVS US SMID ETF worth $3.67M as of Q3 2026.
  • Atwood & Palmer bought 5,269 Applied Finance IVS US SMID ETF shares in Q3 2026, an estimated $159K.
  • Applied Finance IVS US SMID ETF made up 0.19% of Atwood & Palmer's portfolio in Q3 2026, its #65 holding.
  • Atwood & Palmer first reported a position in Applied Finance IVS US SMID ETF in Q1 2026 and has held it in 3 quarters since.
  • Atwood & Palmer's Applied Finance IVS US SMID ETF position peaked at $3.68M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.