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Baker Boyer National Bank’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Baker Boyer National Bank’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
2026
Q2 		$998K Buy
29,296
+227
+0.8% +$7.95K 0.27% 36
2026
Q1 		$987K Sell
29,069
-331
-1% -$11.3K 0.3% 34
2025
Q4 		$925K Buy
29,400
+226
+0.8% +$6.92K 0.28% 37
2025
Q3 		$880K Buy
29,174
+808
+3% +$23.6K 0.29% 29
2025
Q2 		$791K Buy
28,366
+730
+3% +$19.4K 0.27% 30
2025
Q1 		$706K Buy
27,636
+10,441
+61% +$260K 0.26% 33
2024
Q4 		$413K Buy
17,195
+306
+2% +$7.55K 0.14% 52
2024
Q3 		$436K Buy
16,889
+607
+4% +$15.2K 0.15% 50
2024
Q2 		$406K Buy
16,282
+1,779
+12% +$46.3K 0.14% 50
2024
Q1 		$391K Buy
14,503
+1,065
+8% +$27.5K 0.13% 62
2023
Q4 		$336K Sell
13,438
-248
-2% -$5.84K 0.12% 67
2023
Q3 		$323K Sell
13,686
-105
-0.8% -$2.56K 0.13% 67
2023
Q2 		$328K Sell
13,791
-42
-0.3% -$980 0.12% 66
2023
Q1 		$324K Buy
13,833
+192
+1% +$4.46K 0.13% 61
2022
Q4 		$299K Hold
13,641
– – 0.13% 65
2022
Q3 		$277K Sell
13,641
-4,447
-25% -$99.9K 0.12% 67
2022
Q2 		$407K Buy
18,088
+226
+1% +$5.66K 0.21% 50
2022
Q1 		$474K Buy
17,862
+2,535
+17% +$66.6K 0.23% 51
2021
Q4 		$403K Buy
+15,327
New +$411K 0.19% 58
2021
Q2 		$407K Buy
+18,088
New +$535K 0.21% 50

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Baker Boyer National Bank's IVAL Position: Q2 2026 in Review

Baker Boyer National Bank increased its Alpha Architect International Quantitative Value ETF (IVAL) stake by 0.78% in Q2 2026, buying an estimated $7.95K and bringing the position to 29,296 shares worth $998K. The position accounts for 0.27% of the portfolio, ranked #36.

Baker Boyer National Bank first reported a position in IVAL in Q2 2021 and has held it in 20 quarters since. 12 funds tracked by Wall St. Rank hold IVAL as of Q2 2026.

  • Baker Boyer National Bank held 29,296 shares of Alpha Architect International Quantitative Value ETF worth $998K as of Q2 2026.
  • Baker Boyer National Bank bought 227 Alpha Architect International Quantitative Value ETF shares in Q2 2026, an estimated $7.95K.
  • Alpha Architect International Quantitative Value ETF made up 0.27% of Baker Boyer National Bank's portfolio in Q2 2026, its #36 holding.
  • Baker Boyer National Bank first reported a position in Alpha Architect International Quantitative Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 12 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.