FWSM
IVES

First Wilshire Securities Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

First Wilshire Securities Management’s Portfolio IVES Stock Details IVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$438K Hold
11,500
– – 0.09% 60
2026
Q1 		$326K Hold
11,500
– – 0.07% 71
2025
Q4 		$364K Buy
+11,500
New +$376K 0.09% 70

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

First Wilshire Securities Management's IVES Position: Q2 2026 in Review

First Wilshire Securities Management held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 11,500 shares worth $438K. The position accounts for 0.09% of the portfolio, ranked #60.

First Wilshire Securities Management first reported a position in IVES in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • First Wilshire Securities Management held 11,500 shares of Dan IVES Wedbush AI Revolution ETF worth $438K as of Q2 2026.
  • First Wilshire Securities Management left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up 0.09% of First Wilshire Securities Management's portfolio in Q2 2026, its #60 holding.
  • First Wilshire Securities Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.