Citadel Advisors
IVSS

Citadel Advisors’s Applied Finance IVS US SMID ETF IVSS Stock Holding History

Citadel Advisors’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 		$544K Buy
+18,195
New +$511K ﹤0.01% 9644

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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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
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

Citadel Advisors's IVSS Position: Q2 2026 in Review

Citadel Advisors opened a new position in Applied Finance IVS US SMID ETF (IVSS) in Q2 2026: 18,195 shares worth $544K. The stake represents ﹤0.01% of the portfolio and ranks #9644 among its holdings.

10 funds tracked by Wall St. Rank hold IVSS as of Q2 2026.

  • Citadel Advisors held 18,195 shares of Applied Finance IVS US SMID ETF worth $544K as of Q2 2026.
  • Applied Finance IVS US SMID ETF was a new Citadel Advisors position in Q2 2026.
  • Applied Finance IVS US SMID ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #9644 holding.
  • 10 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.