RITHOLTZ WEALTH MANAGEMENT
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1698218
NEW YORK, NY
Position in IVES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$394,411
+$106,087 QoQ
Shares Held
10,352
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 52 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,411 | 10,352 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $288,324 | 10,163 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $207,898 | 6,577 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $206,081 | 6,416 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||