FIRST WILSHIRE SECURITIES MANAGEMENT INC
Broker-DealerPosition in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 732847
PASADENA, CA
Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$438,150
+$111,895 QoQ
Shares Held
11,500
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#28
of 52 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,150 | 11,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $326,255 | 11,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $363,515 | 11,500 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||