FFA
IVSS

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

Farther Finance 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 		$1.1M Buy
36,891
+1,075
+3% +$30.2K 0.01% 1039
2026
Q1 		$933K Buy
35,816
+20,175
+129% +$536K 0.01% 1010
2025
Q4 		$394K Buy
+15,641
New +$399K ﹤0.01% 1470

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

Farther Finance Advisors's IVSS Position: Q2 2026 in Review

Farther Finance Advisors increased its Applied Finance IVS US SMID ETF (IVSS) stake by 3% in Q2 2026, buying an estimated $30.2K and bringing the position to 36,891 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1039.

Farther Finance Advisors first reported a position in IVSS in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold IVSS as of Q2 2026.

  • Farther Finance Advisors held 36,891 shares of Applied Finance IVS US SMID ETF worth $1.1M as of Q2 2026.
  • Farther Finance Advisors bought 1,075 Applied Finance IVS US SMID ETF shares in Q2 2026, an estimated $30.2K.
  • Applied Finance IVS US SMID ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1039 holding.
  • Farther Finance Advisors first reported a position in Applied Finance IVS US SMID ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.