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Applied Finance Ivs Us Smid Etf shares owned by Newman Dignan & Sheerar

Quarter-by-quarter ownership of Applied Finance Ivs Us Smid Etf (IVSS) shares owned by Newman Dignan & Sheerar from 13F filings

Historical chart of Newman Dignan & Sheerar investment in Applied Finance Ivs Us Smid Etf

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All positions including Applied Finance Ivs Us Smid Etf held by Newman Dignan & Sheerar consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Applied Finance Ivs Us Smid Etf by Newman Dignan & Sheerar

Quarter filed Position value Share count Share price at filing
2026-09-30 $807k 28k 28.58
2026-06-30 $853k 29k 29.92
2026-03-31 $719k 28k 25.95

More positions owned by Newman Dignan & Sheerar

Schwab Dow Jones US Large Cap ETF Etf (SCHX)
Applied Finance Valuation Lg Cap ETF Etf (VSLU)
Schwab Dow Jones US Div Eq ETF Etf (SCHD)
Apple (AAPL)
Alphabet Inc Class A cs (GOOGL)
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)
VictoryShares Core Intermediate Bond ETF Etf (UITB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Core Plus Bond ETF Etf (JCPB)
abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab FTSE Developed ex-US ETF Etf (SCHF)
J H Multifactor Mid Cap ETF Etf (JHMM)
First Trust Preferred Sec & Inc ETF Etf (FPE)
Goldman Sachs ActiveBeta Intl Eq ETF Etf (GSIE)

View all positions for Newman Dignan & Sheerar

Top funds holding Applied Finance Ivs Us Smid Etf

EverSource Wealth Advisors
Atwood & Palmer
Advisory Services Network
Farther Finance Advisors
Accurate Wealth Management
Newman Dignan & Sheerar
CIBC World Markets
Citadel Advisors
Old Port Advisors
Tectonic Advisors
Gts Securities

View all funds holding Applied Finance Ivs Us Smid Etf