NDSI
IVSS

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
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

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Newman Dignan & Sheerar Inc's IVSS Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its Applied Finance IVS US SMID ETF (IVSS) stake by 2.8% in Q2 2026, buying an estimated $22K and bringing the position to 28,504 shares worth $853K. The position accounts for 0.16% of the portfolio, ranked #99.

Newman Dignan & Sheerar Inc first reported a position in IVSS in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold IVSS as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 28,504 shares of Applied Finance IVS US SMID ETF worth $853K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 782 Applied Finance IVS US SMID ETF shares in Q2 2026, an estimated $22K.
  • Applied Finance IVS US SMID ETF made up 0.16% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #99 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Applied Finance IVS US SMID ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.