UBS Group
IVSS icon

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
Q2 		– Sell
-1
Closed -$26 – 11585
2026
Q1 		$26 Buy
+1
New +$27 ﹤0.01% 10270

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Atwood & Palmer
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Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

UBS Group's IVSS Position: Q2 2026 in Review

UBS Group sold out of Applied Finance IVS US SMID ETF (IVSS) in Q2 2026, closing a stake of 1 share — an estimated $26 sold.

UBS Group first reported a position in IVSS in Q1 2026 and held it in 1 quarter. The position peaked at $26 in Q1 2026. 10 funds tracked by Wall St. Rank hold IVSS as of Q2 2026.

  • UBS Group reported no remaining Applied Finance IVS US SMID ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1 Applied Finance IVS US SMID ETF share in Q2 2026, an estimated $26.
  • UBS Group first reported a position in Applied Finance IVS US SMID ETF in Q1 2026 and held it in 1 quarter.
  • UBS Group's Applied Finance IVS US SMID ETF position peaked at $26 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Applied Finance IVS US SMID ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.