ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

Cypress Wealth Services, LLC's Holding History (CIK: 0001721527)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,128 Value ($000) $701 Avg Close — Range —
Q3 2025
Shares 5,258 Value ($000) $658 Avg Close — Range —
Q2 2025
Shares 5,436 Value ($000) $615 Avg Close — Range —
Q1 2025
Shares 5,862 Value ($000) $625 Avg Close — Range —
Q4 2024
Shares 7,359 Value ($000) $777 Avg Close — Range —
Q3 2024
Shares 7,455 Value ($000) $813 Avg Close — Range —
Q2 2024
Shares 7,507 Value ($000) $777 Avg Close — Range —
Q1 2024
Shares 7,550 Value ($000) $818 Avg Close — Range —
Q4 2023
Shares 9,143 Value ($000) $925 Avg Close — Range —
Q3 2023
Shares 9,744 Value ($000) $884 Avg Close — Range —
Q2 2023
Shares 11,687 Value ($000) $1,104 Avg Close — Range —
Q1 2023
Shares 12,787 Value ($000) $1,184 Avg Close — Range —
Q4 2022
Shares 18,399 Value ($000) $1,677 Avg Close — Range —
Q3 2022
Shares 16,389 Value ($000) $1,380 Avg Close — Range —
Q2 2022
Shares 18,349 Value ($000) $1,661 Avg Close — Range —
Q1 2022
Shares 33,477 Value ($000) $3,501 Avg Close — Range —
Q4 2021
Shares 50,500 Value ($000) $5,528 Avg Close — Range —
Q3 2021
Shares 50,107 Value ($000) $5,046 Avg Close — Range —
Q2 2021
Shares 49,879 Value ($000) $5,240 Avg Close — Range —
Q1 2021
Shares 73,714 Value ($000) $7,553 Avg Close — Range —
Q4 2020
Shares 67,040 Value ($000) $5,826 Avg Close — Range —
Q2 2020
Shares 56,029 Value ($000) $4,050 Avg Close — Range —