IFG Advisory’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.58M Buy
118,022
+113,967
+2,811% +$4.26M 0.16% 160
2026
Q1
$142K Sell
4,055
-97,428
-96% -$3.44M 0.41% 52
2025
Q4
$3.34M Buy
101,483
+1,398
+1% +$45K 0.15% 176
2025
Q3
$3.19M Sell
100,085
-8,008
-7% -$250K 0.14% 173
2025
Q2
$3.18M Buy
+108,093
New +$2.99M 0.16% 164

Other funds holding DFSV

IFG Advisory's DFSV Position: Q2 2026 in Review

IFG Advisory increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 2,811% in Q2 2026, buying an estimated $4.26M and bringing the position to 118,022 shares worth $4.58M. The position accounts for 0.16% of the portfolio, ranked #160.

IFG Advisory first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • IFG Advisory held 118,022 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $4.58M as of Q2 2026.
  • IFG Advisory bought 113,967 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.26M.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.16% of IFG Advisory's portfolio in Q2 2026, its #160 holding.
  • IFG Advisory first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • 588 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.