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

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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.