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Aspect Partners’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Aspect Partners’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
2025
Q1 		– Sell
-934
Closed -$22.4K – 641
2024
Q4 		$22.4K Buy
934
+676
+262% +$16.7K 0.01% 185
2024
Q3 		$6.65K Buy
258
+111
+76% +$2.77K ﹤0.01% 320
2024
Q2 		$3.65K Buy
+147
New +$3.83K ﹤0.01% 381

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

Aspect Partners's IVAL Position: Q1 2025 in Review

Aspect Partners sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q1 2025, closing a stake of 934 shares — an estimated $22.4K sold.

Aspect Partners first reported a position in IVAL in Q2 2024 and held it in 3 quarters. The position peaked at $22.4K in Q4 2024. 31 funds tracked by Wall St. Rank hold IVAL as of Q1 2025.

  • Aspect Partners reported no remaining Alpha Architect International Quantitative Value ETF position as of Q1 2025 after selling out during the quarter.
  • Aspect Partners sold 934 Alpha Architect International Quantitative Value ETF shares in Q1 2025, an estimated $22.4K.
  • Aspect Partners first reported a position in Alpha Architect International Quantitative Value ETF in Q2 2024 and held it in 3 quarters.
  • Aspect Partners's Alpha Architect International Quantitative Value ETF position peaked at $22.4K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2025.

Based on Aspect Partners's 13F filing for Q1 2025, filed 24 Apr 2025.