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Applied Finance IVS US SMID ETF

IVSS Real Time Price USD
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Overview
Financials
Forecast
Insiders
Institutions
Compensation
Government
Ownership
News
Income
Balance Sheet
Cash Flow
Revenue Breakdown

Recent trades of IVSS by members of U.S. Congress

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No Congress Trading data for this ticker

Congress Trading Dashboard
IVSS Stock Insider Trading Activity Follow @QuiverQuant for major insider updates

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Closing Price
Purchase
Sale
Name
Type
Shares
Price
Shares Held
Date
Reported
IVSS Stock Institutional Owners
Investor
Shares
Change in Shares
Market Value
Date
Reported
IVSS Derivatives Institutional Owners
Investor
Type
Shares
Change in Shares
Market Value
Date
Reported

Recently reported changes in IVSS holdings by institutional investors

Quarterly net insider trading by IVSS's directors and management

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No recent Insider Trading for this ticker

Insider Trading Dashboard

* Insider trading data parsed from SEC Form 4 filings by Quiver Quantitative. Sign up for the Quiver API for real-time access.

About

Backtest Start Date
CAGR (Total)
Return (30d)
Return (1Y)
  • 1M
  • 3M
  • 6M
  • YTD
  • 1Y
  • 2Y
  • 5Y
  • MAX

About

Backtest Start Date

Key Metrics

Return (1d)

Return (30d)

Return (1Y)

CAGR (Total)

Max Drawdown

Beta

Alpha

Sharpe Ratio

Win Rate

Average Win

Average Loss

Annual Volatility

Annual Std Dev

Information Ratio

Treynor Ratio

Total Trades

Show More
Metrics Definitions

Disclaimer: The performance results shown are based on historical backtesting and are hypothetical in nature. Backtested performance does not represent actual trading and does not account for all market factors that may affect execution, such as liquidity, slippage, and changing market conditions. Past performance is not necessarily indicative of future results. There is no guarantee that any trading strategy will be profitable or avoid losses.

  • Alpha

    Measures a portfolio's risk-adjusted performance against that of its benchmark

    Learn More about Alpha
  • Annual Standard Deviation

    Measures how much the portfolio's total return varies from its mean or average.

    Learn More about Annual Standard Deviation
  • Annual Volatility

    A statistical measure of the dispersion of returns for the portfolio.

    Learn More about Annual Volatility
  • Average Win

    The average return (%) for trades that resulted in a positive return.

  • Average Loss

    The average return (%) for trades that resulted in a negative return.

  • Beta

    A measure of the volatility of the portfolio compared to the market as a whole.

    Learn More about Beta
  • CAGR

    CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.

    Learn More about CAGR
  • Information Ratio

    A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.

    Learn More about Information Ratio
  • Max Drawdown

    the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.

    Learn More about Max Drawdown
  • Sharpe Ratio

    The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.

    Learn More about Sharpe Ratio
  • Total Trades

    The total number of trades made by this strategy.

  • Treynor Ratio

    Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.

    Learn More about Treynor Ratio
  • Win Rate

    The percentage of total trades that resulted in a positive return.

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Government lobbying spending instances

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No Corporate Lobbying instances for this ticker

Corporate Lobbying Dashboard

Former government officials who have lobbied for IVSS

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No former government officials on record as having lobbied for IVSS

Revolving Door Dashboard

IVSS Estimated quarterly lobbying spending

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No Corporate Lobbying data for this ticker

Corporate Lobbying Dashboard

IVSS Revenue by Segment or Geography

By Segment
By Geography
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No Revenue by Segment data for this ticker

Revenue Breakdown Dashboard
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No Revenue by Geography data for this ticker

Revenue Breakdown Dashboard
IVSS Income Statement
IVSS Balance Sheet
IVSS Cash Flow
U.S. Patents

New IVSS patent grants

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No new patents for this ticker

U.S. Patents Dashboard
Government Contracts

Federal grants, loans, and purchases

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No Government Contracts for this ticker

Government Contracts Dashboard
Government Contracts

Estimated quarterly amount awarded to IVSS from public contracts

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No recent Government Contracts for this ticker

Government Contracts Dashboard
IVSS News

Recent insights relating to IVSS

CNBC Recommendations

Recent picks made for IVSS stock on CNBC

Top ETF Holders

ETFs with the largest estimated holdings in IVSS

IVSS Analyst Ratings

IVSS Stock Forecasts
...

  • ... Highest Price Target
  • ... Median Price Target
  • ... Lowest Price Target
IVSS Analyst Forecasts
Analyst
Firm
Current
Previous
Date
Frequently Asked Questions
  • Is $IVSS stock a Buy, Sell, or Hold?

  • What is the price target for $IVSS stock?

* Analyst consensus is not financial advice. Please see our data disclaimers .

IVSS Top Shareholders
Shareholder
Shares Held
IVSS Options Owners
Shareholder
Security
Underlying Shares
Frequently Asked Questions
  • Who owns $IVSS stock?

  • Who owns the most shares of $IVSS stock?

  • What funds own $IVSS stock?

* These are estimates based on data taken from SEC filings. There may be inaccuracies due to parsing errors, accidental double-counting, incorrect classification of indirectly owned shares, or any other number of issues.

IVSS Stock Smart Score

The Quiver Smart Score combines our data on Congress Trading, Lobbying, Insider Trading, CNBC Mentions and more to provide a comprehensive view of the strength of a stock's underlying data.

The Smart Score grades stocks on a scale of 1 (weakest) to 10 (strongest) based on the strength of the underlying data.
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Sign Up to view IVSS Smart Score

Score Breakdown
Bull Case vs Bear Case

See concise summaries of analyst reports, presenting both bullish and bearish arguments for a stock.

Example:

Bulls Say:

The Bulls Say summary highlights positive aspects of the stock.

Bears Say:

The Bears Say summary points out potential risks and negative aspects of the stock.

Show More
About IVSS

No description available

Applied Finance IVS US SMID ETF (IVSS) Historical Stock Prices

Applied Finance IVS US SMID ETF (IVSS) closed at $29.02 on September 23, 2026. Over the past year its adjusted close ranged from $25.06 to $31.23. Daily prices go back to December 4, 2025, 201 trading days in all.

  • 1 month-4.94%
  • 3 months-0.94%
  • Year to date+15.10%
  • 1 year—
  • 3 years—
  • 5 years—
  • Max+15.08%
See every congressional and insider trade on the IVSS price chart

Quiver Premium charts IVSS's full daily history since 2014 with each congressional purchase and sale and every open-market insider purchase marked on the price line, with hover details for each trade.

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Last 12 months, newest first

Access Raw Data Daily prices since 2014 for every ticker, through the Quiver API
DateOpenHighLowCloseAdj. CloseVolume
Sep 23, 2026 29.16 29.16 29.01 29.02 29.02 7,621
Sep 22, 2026 29.61 29.61 29.26 29.35 29.35 3,141
Sep 21, 2026 29.44 29.48 29.40 29.40 29.40 1,586
Sep 18, 2026 29.27 29.30 29.25 29.27 29.27 6,055
Sep 17, 2026 29.66 29.66 29.47 29.47 29.47 9,531
Sep 16, 2026 29.73 29.82 29.53 29.54 29.54 8,197
Sep 15, 2026 29.57 29.65 29.57 29.57 29.57 841
Sep 14, 2026 29.72 29.81 29.70 29.77 29.77 3,159
Sep 11, 2026 29.84 29.84 29.77 29.77 29.77 2,238
Sep 10, 2026 29.75 29.76 29.64 29.66 29.66 14,565
Sep 9, 2026 29.95 29.95 29.85 29.88 29.88 986
Sep 8, 2026 30.25 30.25 30.16 30.16 30.16 1,025
Sep 4, 2026 30.44 30.51 30.42 30.48 30.48 4,701
Sep 3, 2026 30.43 30.49 30.43 30.46 30.46 905
Sep 2, 2026 30.31 30.33 30.27 30.27 30.27 3,106
Sep 1, 2026 30.21 30.21 29.91 29.91 29.91 963
Aug 31, 2026 30.31 30.31 30.24 30.24 30.24 2,518
Aug 28, 2026 30.55 30.55 30.49 30.49 30.49 2,271
Aug 27, 2026 30.55 30.64 30.55 30.64 30.64 1,113
Aug 26, 2026 30.59 30.62 30.55 30.61 30.61 1,806
Aug 25, 2026 30.49 30.51 30.40 30.51 30.51 1,708
Aug 24, 2026 30.63 30.63 30.52 30.53 30.53 1,701
Aug 21, 2026 30.57 30.63 30.57 30.61 30.61 1,132
Aug 20, 2026 30.49 30.49 30.37 30.37 30.37 4,727
Aug 19, 2026 30.80 30.80 30.64 30.64 30.64 3,960
Aug 18, 2026 30.56 30.59 30.50 30.50 30.50 1,750
Aug 17, 2026 30.82 30.86 30.76 30.79 30.79 4,483
Aug 14, 2026 31.02 31.02 31.00 31.00 31.00 625
Aug 13, 2026 30.87 30.96 30.80 30.94 30.94 1,622
Aug 12, 2026 30.60 30.72 30.60 30.71 30.71 1,619
Aug 11, 2026 30.71 30.71 30.59 30.59 30.59 802
Aug 10, 2026 30.70 30.70 30.61 30.61 30.61 1,204
Aug 7, 2026 30.77 30.91 30.77 30.88 30.88 868
Aug 6, 2026 30.99 30.99 30.88 30.89 30.89 1,261
Aug 5, 2026 31.38 31.38 31.17 31.17 31.17 1,086
Aug 4, 2026 31.23 31.23 31.23 31.23 31.23 405
Aug 3, 2026 30.77 30.88 30.75 30.88 30.88 5,891
Jul 31, 2026 30.23 30.37 30.14 30.35 30.35 1,651
Jul 30, 2026 30.15 30.50 30.15 30.50 30.50 3,238
Jul 29, 2026 30.62 30.88 30.47 30.47 30.47 1,044
Jul 28, 2026 30.48 30.71 30.48 30.71 30.71 2,454
Jul 27, 2026 30.39 30.46 30.36 30.46 30.46 1,635
Jul 24, 2026 30.16 30.36 30.16 30.16 30.16 3,835
Jul 23, 2026 29.97 29.97 29.93 29.96 29.96 971
Jul 22, 2026 30.33 30.33 30.23 30.23 30.23 752
Jul 21, 2026 30.39 30.48 30.38 30.47 30.47 2,414
Jul 20, 2026 30.37 30.46 30.25 30.26 30.26 3,339
Jul 17, 2026 30.50 30.50 30.35 30.42 30.42 2,362
Jul 16, 2026 30.74 30.74 30.61 30.64 30.64 1,571
Jul 15, 2026 30.43 30.46 30.32 30.35 30.35 3,021
Jul 14, 2026 30.11 30.18 30.04 30.18 30.18 2,164
Jul 13, 2026 30.03 30.20 29.92 29.98 29.98 20,005
Jul 10, 2026 30.07 30.12 30.01 30.11 30.11 1,068
Jul 9, 2026 29.92 30.05 29.92 30.05 30.05 4,314
Jul 8, 2026 29.75 29.75 29.64 29.72 29.72 1,667
Jul 7, 2026 30.09 30.12 30.00 30.02 30.02 9,807
Jul 6, 2026 29.95 30.28 29.95 30.20 30.20 16,544
Jul 2, 2026 30.22 30.22 29.92 30.04 30.04 1,537
Jul 1, 2026 30.10 30.34 29.98 29.98 29.98 977
Jun 30, 2026 29.75 29.98 29.75 29.92 29.92 8,121
Jun 29, 2026 29.63 29.64 29.63 29.64 29.64 767
Jun 26, 2026 29.57 29.76 29.53 29.72 29.72 1,901
Jun 25, 2026 29.62 29.68 29.32 29.39 29.39 7,587
Jun 24, 2026 29.38 29.56 29.30 29.30 29.30 1,746
Jun 23, 2026 29.18 29.20 29.04 29.13 29.13 2,398
Jun 22, 2026 29.13 29.13 29.07 29.11 29.11 455
Jun 18, 2026 29.01 29.07 28.98 29.06 29.06 5,607
Jun 17, 2026 29.28 29.28 28.74 28.74 28.74 5,188
Jun 16, 2026 29.37 29.37 29.12 29.12 29.12 1,726
Jun 15, 2026 29.48 29.48 29.14 29.14 29.14 6,505
Jun 12, 2026 29.36 29.36 29.19 29.19 29.19 223
Jun 11, 2026 28.60 28.96 28.60 28.93 28.93 1,477
Jun 10, 2026 28.82 28.88 28.43 28.43 28.43 2,600
Jun 9, 2026 28.26 28.51 28.26 28.51 28.51 1,369
Jun 8, 2026 28.41 28.43 28.28 28.28 28.28 2,134
Jun 5, 2026 28.31 28.31 28.12 28.12 28.12 200
Jun 4, 2026 28.65 28.66 28.54 28.56 28.56 3,039
Jun 3, 2026 28.12 28.20 28.12 28.19 28.19 661
Jun 2, 2026 28.44 28.46 28.39 28.46 28.46 4,436
Jun 1, 2026 28.18 28.46 28.18 28.43 28.43 773
May 29, 2026 28.40 28.45 28.30 28.30 28.30 4,608
May 28, 2026 28.22 28.47 28.22 28.31 28.31 4,730
May 27, 2026 28.32 28.32 28.19 28.19 28.19 1,685
May 26, 2026 28.04 28.33 28.04 28.30 28.30 1,442
May 22, 2026 27.97 27.97 27.88 27.95 27.95 993
May 21, 2026 27.69 27.83 27.52 27.78 27.78 6,189
May 20, 2026 27.59 27.86 27.59 27.86 27.86 2,948
May 19, 2026 27.56 27.56 27.42 27.42 27.42 2,249
May 18, 2026 27.71 27.82 27.71 27.76 27.76 769
May 15, 2026 27.77 27.77 27.58 27.58 27.58 1,718
May 14, 2026 27.95 27.99 27.95 27.99 27.99 301
May 13, 2026 27.86 27.87 27.78 27.84 27.84 2,161
May 12, 2026 27.92 28.06 27.85 27.97 27.97 1,701
May 11, 2026 28.34 28.34 28.10 28.10 28.10 2,775
May 8, 2026 28.38 28.42 28.32 28.42 28.42 389
May 7, 2026 28.36 28.51 28.30 28.33 28.33 10,482
May 6, 2026 28.29 28.34 28.24 28.33 28.33 2,847
May 5, 2026 28.18 28.27 28.18 28.22 28.22 1,423
May 4, 2026 27.96 28.12 27.71 27.76 27.76 18,055
May 1, 2026 27.97 28.02 27.93 28.02 28.02 2,506
Apr 30, 2026 27.57 27.98 27.57 27.96 27.96 4,662
Apr 29, 2026 27.69 27.72 27.63 27.72 27.72 6,145
Apr 28, 2026 27.91 27.96 27.90 27.96 27.96 16,169
Apr 27, 2026 28.14 28.16 28.07 28.13 28.13 915
Apr 24, 2026 27.77 28.05 27.77 28.05 28.05 2,517
Apr 23, 2026 28.00 28.00 27.86 27.87 27.87 3,172
Apr 22, 2026 28.13 28.13 27.98 28.05 28.05 1,190
Apr 21, 2026 28.37 28.37 27.88 27.88 27.88 1,402
Apr 20, 2026 28.06 28.13 28.03 28.10 28.10 3,004
Apr 17, 2026 27.70 28.17 27.70 28.01 28.01 3,920
Apr 16, 2026 28.47 28.47 27.38 27.46 27.46 2,584
Apr 15, 2026 27.42 27.42 27.39 27.39 27.39 684
Apr 14, 2026 27.32 27.41 27.32 27.36 27.36 1,987
Apr 13, 2026 26.76 27.18 26.76 27.18 27.18 4,366
Apr 10, 2026 26.92 26.92 26.82 26.82 26.82 1,299
Apr 9, 2026 26.85 27.32 26.85 27.01 27.01 1,306
Apr 8, 2026 26.99 26.99 26.90 26.90 26.90 4,680
Apr 7, 2026 26.20 26.24 26.14 26.24 26.24 2,421
Apr 6, 2026 26.14 26.27 26.05 26.27 26.27 2,859
Apr 2, 2026 25.78 26.10 25.77 26.10 26.10 7,069
Apr 1, 2026 26.07 26.24 26.05 26.05 26.05 2,010
Mar 31, 2026 25.76 25.95 25.57 25.95 25.95 236,339
Mar 30, 2026 25.67 25.70 25.45 25.45 25.45 2,692
Mar 27, 2026 25.91 25.91 25.65 25.66 25.66 1,711
Mar 26, 2026 26.32 26.32 26.01 26.01 26.01 2,684
Mar 25, 2026 26.38 26.38 26.18 26.24 26.24 1,613
Mar 24, 2026 25.87 26.21 25.87 26.08 26.08 980
Mar 23, 2026 26.02 26.03 25.82 25.82 25.82 2,974
Mar 20, 2026 25.43 25.43 25.26 25.27 25.27 3,541
Mar 19, 2026 25.58 25.75 25.58 25.75 25.75 8,266
Mar 18, 2026 25.75 25.75 25.59 25.59 25.59 497
Mar 17, 2026 26.07 26.07 25.88 25.88 25.88 2,158
Mar 16, 2026 25.94 25.94 25.73 25.73 25.73 8,715
Mar 13, 2026 25.71 25.71 25.57 25.62 25.62 14,540
Mar 12, 2026 25.86 25.93 25.63 25.63 25.63 3,127
Mar 11, 2026 26.08 26.09 25.93 26.09 26.09 14,206
Mar 10, 2026 26.15 26.15 26.15 26.15 26.15 3
Mar 9, 2026 25.85 26.29 25.59 26.29 26.29 2,852
Mar 6, 2026 26.14 26.17 26.03 26.17 26.17 8,795
Mar 5, 2026 27.03 27.03 26.61 26.74 26.74 12,815
Mar 4, 2026 27.13 27.25 27.13 27.20 27.20 53,676
Mar 3, 2026 26.57 27.16 26.54 27.04 27.04 3,395
Mar 2, 2026 26.92 27.33 26.92 27.29 27.29 1,133
Feb 27, 2026 27.07 27.16 27.03 27.13 27.13 2,649
Feb 26, 2026 27.32 27.55 27.29 27.50 27.50 5,746
Feb 25, 2026 27.19 27.33 27.19 27.33 27.33 607
Feb 24, 2026 27.39 27.39 27.29 27.30 27.30 2,349
Feb 23, 2026 27.55 28.96 26.94 27.05 27.05 2,555
Feb 20, 2026 27.42 27.56 27.34 27.56 27.56 1,291
Feb 19, 2026 27.44 27.48 27.37 27.47 27.47 4,172
Feb 18, 2026 27.53 27.68 27.48 27.55 27.55 8,916
Feb 17, 2026 27.33 27.50 27.11 27.39 27.39 2,189
Feb 13, 2026 27.33 27.35 27.33 27.35 27.35 2,170
Feb 12, 2026 27.60 27.60 26.89 26.98 26.98 10,416
Feb 11, 2026 27.40 27.41 27.30 27.41 27.41 19,056
Feb 10, 2026 27.52 27.57 27.42 27.42 27.42 6,276
Feb 9, 2026 27.49 27.59 27.48 27.49 27.49 5,222
Feb 6, 2026 27.34 27.53 27.32 27.53 27.53 8,385
Feb 5, 2026 27.03 27.03 26.82 26.83 26.83 2,284
Feb 4, 2026 27.22 27.23 27.01 27.01 27.01 3,474
Feb 3, 2026 26.97 27.09 26.69 26.84 26.84 1,817
Feb 2, 2026 26.77 27.19 26.77 27.06 27.06 20,852
Jan 30, 2026 26.80 26.80 26.64 26.75 26.75 5,663
Jan 29, 2026 26.66 26.83 26.59 26.83 26.83 5,068
Jan 28, 2026 26.75 26.75 26.57 26.57 26.57 1,071
Jan 27, 2026 26.65 26.70 26.54 26.64 26.64 6,084
Jan 26, 2026 26.87 26.87 26.76 26.76 26.76 1,344
Jan 23, 2026 26.90 26.90 26.69 26.76 26.76 3,141
Jan 22, 2026 27.26 27.33 27.13 27.13 27.13 1,393
Jan 21, 2026 26.87 27.08 26.71 27.05 27.05 2,075
Jan 20, 2026 26.53 26.62 26.42 26.43 26.43 2,777
Jan 16, 2026 26.85 26.89 26.76 26.76 26.76 11,457
Jan 15, 2026 26.91 26.99 26.89 26.93 26.93 13,254
Jan 14, 2026 26.64 26.64 26.53 26.60 26.60 4,818
Jan 13, 2026 26.61 26.81 26.48 26.52 26.52 8,108
Jan 12, 2026 26.39 26.58 26.39 26.52 26.52 10,229
Jan 9, 2026 26.24 26.38 26.20 26.38 26.38 21,306
Jan 8, 2026 25.87 26.22 25.87 26.22 26.22 5,856
Jan 7, 2026 25.82 25.88 25.74 25.84 25.84 13,245
Jan 6, 2026 25.57 25.95 25.57 25.94 25.94 134,643
Jan 5, 2026 25.64 25.77 25.56 25.64 25.64 10,552
Jan 2, 2026 25.24 25.36 25.24 25.32 25.32 4,583
Dec 31, 2025 25.31 25.31 25.22 25.22 25.22 8,690
Dec 30, 2025 25.54 25.54 25.44 25.44 25.44 5,538
Dec 29, 2025 25.64 25.64 25.57 25.57 25.57 456
Dec 26, 2025 25.66 25.66 25.64 25.66 25.66 202
Dec 24, 2025$0.01852 dividend 25.67 25.69 25.64 25.69 25.69 2,565
Dec 23, 2025 25.75 25.75 25.60 25.60 25.58 3,001
Dec 22, 2025 25.77 25.87 25.72 25.72 25.70 9,443
Dec 19, 2025 25.58 25.66 25.52 25.57 25.55 4,637
Dec 18, 2025 25.70 25.75 25.62 25.62 25.60 6,208
Dec 17, 2025 25.62 25.66 25.54 25.54 25.52 798
Dec 16, 2025 25.66 25.66 25.63 25.63 25.61 2,171
Dec 15, 2025 25.91 25.91 25.75 25.75 25.74 2,870
Dec 12, 2025 25.78 25.78 25.77 25.77 25.75 400
Dec 11, 2025 25.90 26.01 25.87 25.97 25.95 1,861
Dec 10, 2025 25.31 25.81 25.31 25.70 25.68 2,982
Dec 9, 2025 25.24 25.27 25.19 25.19 25.17 692
Dec 8, 2025 25.17 25.17 25.05 25.08 25.06 202
Dec 5, 2025 25.39 25.39 25.23 25.23 25.21 80,575
Dec 4, 2025 25.22 25.38 25.18 25.24 25.22 94,048

Open, high, low and close are the prices as traded. Adjusted close accounts for splits and dividends, and is what the chart and returns use. Where a company changed its ticker, its history under the old symbol is included.

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Applied Finance IVS US SMID ETF Executive Compensation

We estimate that -- received a compensation of -- in --, making them the highest paid executive at IVSS, per a recent SEC DEF 14A filing.



Name
Role
Salary
Bonus
Stock/Option Awards
Total Compensation