Box Hill Private Wealth’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Box Hill Private Wealth’s Portfolio IVES Stock Details IVES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$351K	Buy	8,554 +273	+3%	+$10.5K	0.26%	51
2026 Q2	$316K	Sell	8,281 -4,419	-35%	-$156K	0.25%	57
2026 Q1	$360K	Buy	12,700 +2,504	+25%	+$77.4K	0.36%	42
2025 Q4	$322K	Buy	+10,196	New	+$334K	0.33%	42

Other funds holding IVES

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Box Hill Private Wealth's IVES Position: Q3 2026 in Review

Box Hill Private Wealth increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 3.3% in Q3 2026, buying an estimated $10.5K and bringing the position to 8,554 shares worth $351K. The position accounts for 0.26% of the portfolio, ranked #51.

Box Hill Private Wealth first reported a position in IVES in Q4 2025 and has held it in 4 quarters since. The position peaked at $360K in Q1 2026. 3 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

Box Hill Private Wealth held 8,554 shares of Dan IVES Wedbush AI Revolution ETF worth $351K as of Q3 2026.
Box Hill Private Wealth bought 273 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $10.5K.
Dan IVES Wedbush AI Revolution ETF made up 0.26% of Box Hill Private Wealth's portfolio in Q3 2026, its #51 holding.
Box Hill Private Wealth first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 4 quarters since.
Box Hill Private Wealth's Dan IVES Wedbush AI Revolution ETF position peaked at $360K in Q1 2026.
3 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.