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

Cypress Wealth Services’s Portfolio IVLU Stock Details IVLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.58M	Sell	85,628 -3,462	-4%	-$145K	0.44%	50
2026 Q1	$3.54M	Sell	89,090 -2,951	-3%	-$119K	0.5%	47
2025 Q4	$3.5M	Sell	92,041 -3,452	-4%	-$127K	0.48%	46
2025 Q3	$3.39M	Sell	95,493 -7,824	-8%	-$269K	0.55%	42
2025 Q2	$3.4M	Buy	103,317 +5,241	+5%	+$165K	0.61%	39
2025 Q1	$2.97M	Sell	98,076 -14,092	-13%	-$411K	0.6%	36
2024 Q4	$3.04M	Buy	112,168 +21,069	+23%	+$593K	0.61%	37
2024 Q3	$2.69M	Sell	91,099 -4,988	-5%	-$142K	0.56%	40
2024 Q2	$2.64M	Sell	96,087 -5,735	-6%	-$162K	0.59%	37
2024 Q1	$2.87M	Sell	101,822 -663	-0.6%	-$17.8K	0.67%	34
2023 Q4	$2.72M	Sell	102,485 -24,257	-19%	-$617K	0.68%	34
2023 Q3	$3.21M	Buy	126,742 +17,340	+16%	+$446K	0.89%	26
2023 Q2	$2.84M	Buy	109,402 +3,215	+3%	+$81.2K	0.75%	31
2023 Q1	$2.63M	Sell	106,187 -1,892	-2%	-$46.5K	0.77%	31
2022 Q4	$2.5M	Buy	108,079 +12,179	+13%	+$269K	0.8%	31
2022 Q3	$1.94M	Buy	95,900 +40,471	+73%	+$883K	0.66%	36
2022 Q2	$1.23M	Buy	55,429 +6,622	+14%	+$160K	0.39%	59
2022 Q1	$1.24M	Buy	48,807 +14,247	+41%	+$369K	0.34%	58
2021 Q4	$879K	Buy	+34,560	New	+$888K	0.24%	75

Other funds holding IVLU

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cypress Wealth Services's IVLU Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 3.9% in Q2 2026, selling an estimated $145K and leaving 85,628 shares worth $3.58M. The position accounts for 0.44% of the portfolio, ranked #50.

Cypress Wealth Services first reported a position in IVLU in Q4 2021 and has held it in 19 quarters since. 135 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Cypress Wealth Services held 85,628 shares of iShares MSCI Intl Value Factor ETF worth $3.58M as of Q2 2026.
Cypress Wealth Services sold 3,462 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $145K.
iShares MSCI Intl Value Factor ETF made up 0.44% of Cypress Wealth Services's portfolio in Q2 2026, its #50 holding.
Cypress Wealth Services first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2021 and has held it in 19 quarters since.
135 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.