IAIM
IVES

International Assets Investment Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

International Assets Investment 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 		$147K Sell
3,883
-2,300
-37% -$81K 0.01% 961
2026
Q1 		$177K Sell
6,183
-1,260
-17% -$38.9K 0.01% 847
2025
Q4 		$235K Buy
+7,443
New +$244K 0.02% 750

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

International Assets Investment Management's IVES Position: Q2 2026 in Review

International Assets Investment Management reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 37% in Q2 2026, selling an estimated $81K and leaving 3,883 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #961.

International Assets Investment Management first reported a position in IVES in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q4 2025. 99 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • International Assets Investment Management held 3,883 shares of Dan IVES Wedbush AI Revolution ETF worth $147K as of Q2 2026.
  • International Assets Investment Management sold 2,300 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $81K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #961 holding.
  • International Assets Investment Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • International Assets Investment Management's Dan IVES Wedbush AI Revolution ETF position peaked at $235K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.