TAGStone Capital’s Applied Finance IVS International Large ETF IVSI Stock Holding History

TAGStone Capital’s Portfolio IVSI Stock Details IVSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Hold	7,059	–	–	0.1%	112
2026 Q1	$295K	Buy	+7,059	New	+$190K	0.1%	112

Other funds holding IVSI

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAGStone Capital's IVSI Position: Q2 2026 in Review

TAGStone Capital held its Applied Finance IVS International Large ETF (IVSI) position steady in Q2 2026 at 7,059 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #112.

TAGStone Capital first reported a position in IVSI in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold IVSI as of Q2 2026.

TAGStone Capital held 7,059 shares of Applied Finance IVS International Large ETF worth $326K as of Q2 2026.
TAGStone Capital left its Applied Finance IVS International Large ETF share count unchanged in Q2 2026.
Applied Finance IVS International Large ETF made up 0.1% of TAGStone Capital's portfolio in Q2 2026, its #112 holding.
TAGStone Capital first reported a position in Applied Finance IVS International Large ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Applied Finance IVS International Large ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.