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

Other funds holding IVSS

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 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 $8.83B AUM 38.5% 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 $62.3B AUM 44.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GS
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.