9258 Wealth Management
IVAL icon

9258 Wealth Management’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

9258 Wealth Management’s Portfolio IVAL Stock Details IVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,200
Closed -$212K – 292
2019
Q4 		$212K Buy
+7,200
New +$206K 0.08% 272

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9258 Wealth Management's IVAL Position: Q1 2020 in Review

9258 Wealth Management sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q1 2020, closing a stake of 7,200 shares — an estimated $212K sold.

9258 Wealth Management first reported a position in IVAL in Q4 2019 and held it in 1 quarter. The position peaked at $212K in Q4 2019. 20 funds tracked by Wall St. Rank hold IVAL as of Q1 2020.

  • 9258 Wealth Management reported no remaining Alpha Architect International Quantitative Value ETF position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 7,200 Alpha Architect International Quantitative Value ETF shares in Q1 2020, an estimated $212K.
  • 9258 Wealth Management first reported a position in Alpha Architect International Quantitative Value ETF in Q4 2019 and held it in 1 quarter.
  • 9258 Wealth Management's Alpha Architect International Quantitative Value ETF position peaked at $212K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.