TA
IVSS

Tectonic Advisors’s Applied Finance IVS US SMID ETF IVSS Stock Holding History

Tectonic Advisors’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 		$232K Buy
+7,760
New +$218K 0.01% 271

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
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Tectonic Advisors's IVSS Position: Q2 2026 in Review

Tectonic Advisors opened a new position in Applied Finance IVS US SMID ETF (IVSS) in Q2 2026: 7,760 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings.

5 funds tracked by Wall St. Rank hold IVSS as of Q2 2026.

  • Tectonic Advisors held 7,760 shares of Applied Finance IVS US SMID ETF worth $232K as of Q2 2026.
  • Applied Finance IVS US SMID ETF was a new Tectonic Advisors position in Q2 2026.
  • Applied Finance IVS US SMID ETF made up 0.01% of Tectonic Advisors's portfolio in Q2 2026, its #271 holding.
  • 5 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.