Accurate Wealth Management »

Applied Finance Ivs Us Smid Etf shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Applied Finance Ivs Us Smid Etf (IVSS) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Applied Finance Ivs Us Smid Etf

Tip: Access up to 7 years of quarterly data

All positions including Applied Finance Ivs Us Smid Etf held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Applied Finance Ivs Us Smid Etf by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $501k 19k 26.82

More positions owned by Accurate Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Global X Fds 1-3 Month T-bill (CLIP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Procter & Gamble Company (PG)
First Tr Exchange-traded First Tr Enh New (FTSM)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Accurate Wealth Management

Top funds holding Applied Finance Ivs Us Smid Etf

EverSource Wealth Advisors
Atwood & Palmer
Advisory Services Network
Farther Finance Advisors
Gts Securities
Newman Dignan & Sheerar
Accurate Wealth Management
CIBC World Markets
Jane Street
UBS Group

View all funds holding Applied Finance Ivs Us Smid Etf