UBS Group
IVSS

UBS Group’s Applied Finance IVS US SMID ETF IVSS Stock Holding History

UBS Group’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
Q1 		$26 Buy
+1
New +$27 ﹤0.01% 10270

Other funds holding IVSS

EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group's IVSS Position: Q1 2026 in Review

UBS Group opened a new position in Applied Finance IVS US SMID ETF (IVSS) in Q1 2026: 1 share worth $26. The stake represents ﹤0.01% of the portfolio and ranks #10270 among its holdings.

9 funds tracked by Wall St. Rank hold IVSS as of Q1 2026.

  • UBS Group held 1 share of Applied Finance IVS US SMID ETF worth $26 as of Q1 2026.
  • Applied Finance IVS US SMID ETF was a new UBS Group position in Q1 2026.
  • Applied Finance IVS US SMID ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10270 holding.
  • 9 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.