IVES
+1.44 · +4.72%
$31.94 · NYSE ARCA

Dan IVES Wedbush AI Revolution ETF (IVES) ETF Analysis | Technology

Wedbush Fund Advisers, LLC · USA
AUM:$954.6M
#– of – in Technology ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

IVES returned +0.0% over the past year, broadly in line with flat market conditions.

What is IVES?

The index is comprised exclusively of equity securities (or corresponding American Depositary Receipts ("ADRs")) of companies included in the Dan Ives AI 30 Research Report (the "AI Report"). Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in the securities of AI Companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
IVES returned 0.0% over the past year.
Moderate Concentration
Top 10 holdings make up 47.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$954.6M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings30
Inception DateJun 2025
Domicile–
Distribution–
Index–
ProviderWedbush Fund Advisers, LLC
Beta–
CategoryTechnology
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+32.3%
1Y
+38.2%
3Y
+55.9%
5Y
+55.9%
OpenBook InsightIf you had invested £10,000 in IVES 5 years ago, it would have grown to £15,592 — a gain of £5,592.

Annual Returns

Calendar year performance

IVES delivered positive returns in 2 of the last 2 calendar years.
YearIVES
2026 YTD+23.2%
2025+25.1%
2/2 positive yearsAvg return: +24.1%Worst year: +23.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
32.2%
High
Momentum
+7.6%
30-day change
Support Level
37.34
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.