World Equity Group’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

World Equity Group’s Portfolio IVES Stock Details IVES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$779K	Sell	20,444 -1,078	-5%	-$38K	0.17%	132
2026 Q1	$611K	Buy	21,522 +29	+0.1%	+$896	0.16%	158
2025 Q4	$679K	Buy	21,493 +30	+0.1%	+$982	0.19%	129
2025 Q3	$689K	Buy	+21,463	New	+$617K	0.16%	131

Other funds holding IVES

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $125M AUM

SAM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

World Equity Group's IVES Position: Q2 2026 in Review

World Equity Group reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 5% in Q2 2026, selling an estimated $38K and leaving 20,444 shares worth $779K. The position accounts for 0.17% of the portfolio, ranked #132.

World Equity Group first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

World Equity Group held 20,444 shares of Dan IVES Wedbush AI Revolution ETF worth $779K as of Q2 2026.
World Equity Group sold 1,078 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $38K.
Dan IVES Wedbush AI Revolution ETF made up 0.17% of World Equity Group's portfolio in Q2 2026, its #132 holding.
World Equity Group first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
20 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.