Box Hill Private Wealth LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 2094120
SCOTTSDALE, AZ
Position in IVES
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$360,299
+$38,004 QoQ
Shares Held
12,700
+24.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $360,299 | 12,700 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $322,295 | 10,196 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||