Newman Dignan & Sheerar Inc’s Applied Finance IVS US SMID ETF IVSS Stock Holding History

Newman Dignan & Sheerar Inc’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 Q3	$807K	Sell	28,222 -282	-1%	-$8.5K	0.15%	101
2026 Q2	$853K	Buy	28,504 +782	+3%	+$22K	0.16%	99
2026 Q1	$719K	Buy	+27,722	New	+$737K	0.15%	103

Other funds holding IVSS

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IVSS Position: Q3 2026 in Review

Newman Dignan & Sheerar Inc reduced its Applied Finance IVS US SMID ETF (IVSS) stake by 0.99% in Q3 2026, selling an estimated $8.5K and leaving 28,222 shares worth $807K. The position accounts for 0.15% of the portfolio, ranked #101.

Newman Dignan & Sheerar Inc first reported a position in IVSS in Q1 2026 and has held it in 3 quarters since. The position peaked at $853K in Q2 2026. 7 funds tracked by Wall St. Rank hold IVSS as of Q3 2026.

Newman Dignan & Sheerar Inc held 28,222 shares of Applied Finance IVS US SMID ETF worth $807K as of Q3 2026.
Newman Dignan & Sheerar Inc sold 282 Applied Finance IVS US SMID ETF shares in Q3 2026, an estimated $8.5K.
Applied Finance IVS US SMID ETF made up 0.15% of Newman Dignan & Sheerar Inc's portfolio in Q3 2026, its #101 holding.
Newman Dignan & Sheerar Inc first reported a position in Applied Finance IVS US SMID ETF in Q1 2026 and has held it in 3 quarters since.
Newman Dignan & Sheerar Inc's Applied Finance IVS US SMID ETF position peaked at $853K in Q2 2026.
7 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q3 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2026, filed 21 Oct 2026.