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

EverSource Wealth 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 Q1	$5.83M	Buy	+224,789	New	+$5.98M	0.18%	106

Other funds holding IVSS

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's IVSS Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Applied Finance IVS US SMID ETF (IVSS) in Q1 2026: 224,789 shares worth $5.83M. The stake represents 0.18% of the portfolio and ranks #106 among its holdings.

9 funds tracked by Wall St. Rank hold IVSS as of Q1 2026.

EverSource Wealth Advisors held 224,789 shares of Applied Finance IVS US SMID ETF worth $5.83M as of Q1 2026.
Applied Finance IVS US SMID ETF was a new EverSource Wealth Advisors position in Q1 2026.
Applied Finance IVS US SMID ETF made up 0.18% of EverSource Wealth Advisors's portfolio in Q1 2026, its #106 holding.
9 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.