EWA
IVSS

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
Q2 		$5.48M Sell
183,118
-41,671
-19% -$1.17M 0.18% 108
2026
Q1 		$5.83M Buy
+224,789
New +$5.98M 0.18% 106

Other funds holding IVSS

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

EverSource Wealth Advisors's IVSS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Applied Finance IVS US SMID ETF (IVSS) stake by 19% in Q2 2026, selling an estimated $1.17M and leaving 183,118 shares worth $5.48M. The position accounts for 0.18% of the portfolio, ranked #108.

EverSource Wealth Advisors first reported a position in IVSS in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.83M in Q1 2026. 10 funds tracked by Wall St. Rank hold IVSS as of Q2 2026.

  • EverSource Wealth Advisors held 183,118 shares of Applied Finance IVS US SMID ETF worth $5.48M as of Q2 2026.
  • EverSource Wealth Advisors sold 41,671 Applied Finance IVS US SMID ETF shares in Q2 2026, an estimated $1.17M.
  • Applied Finance IVS US SMID ETF made up 0.18% of EverSource Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • EverSource Wealth Advisors first reported a position in Applied Finance IVS US SMID ETF in Q1 2026 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Applied Finance IVS US SMID ETF position peaked at $5.83M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.