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 Q1	$295K	Buy	+7,059	New	+$190K	0.1%	112

Other funds holding IVSI

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

FFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAGStone Capital's IVSI Position: Q1 2026 in Review

TAGStone Capital opened a new position in Applied Finance IVS International Large ETF (IVSI) in Q1 2026: 7,059 shares worth $295K. The stake represents 0.1% of the portfolio and ranks #112 among its holdings.

6 funds tracked by Wall St. Rank hold IVSI as of Q1 2026.

TAGStone Capital held 7,059 shares of Applied Finance IVS International Large ETF worth $295K as of Q1 2026.
Applied Finance IVS International Large ETF was a new TAGStone Capital position in Q1 2026.
Applied Finance IVS International Large ETF made up 0.1% of TAGStone Capital's portfolio in Q1 2026, its #112 holding.
6 funds tracked by Wall St. Rank held Applied Finance IVS International Large ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.