Cypress Wealth Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.39M Sell
2025
Q2
$3.4M Buy
2025
Q1
$2.97M Sell
2024
Q4
$3.04M Buy
2024
Q3
$2.69M Sell
2024
Q2
$2.64M Sell
2024
Q1
$2.87M Sell
2023
Q4
$2.72M Sell
2023
Q3
$3.21M Buy
2023
Q2
$2.84M Buy
2023
Q1
$2.63M Sell
2022
Q4
$2.5M Buy
2022
Q3
$1.94M Buy
2022
Q2
$1.23M Buy
2022
Q1
$1.24M Buy
2021
Q4
$879K Buy