AP
IVSS

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
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

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Atwood & Palmer's IVSS Position: Q2 2026 in Review

Atwood & Palmer reduced its Applied Finance IVS US SMID ETF (IVSS) stake by 0.18% in Q2 2026, selling an estimated $6.35K and leaving 123,009 shares worth $3.68M. The position accounts for 0.2% of the portfolio, ranked #60.

Atwood & Palmer 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.

  • Atwood & Palmer held 123,009 shares of Applied Finance IVS US SMID ETF worth $3.68M as of Q2 2026.
  • Atwood & Palmer sold 226 Applied Finance IVS US SMID ETF shares in Q2 2026, an estimated $6.35K.
  • Applied Finance IVS US SMID ETF made up 0.2% of Atwood & Palmer's portfolio in Q2 2026, its #60 holding.
  • Atwood & Palmer 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 Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.