Betterment LLC
IVAL icon

Betterment LLC’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Betterment LLC’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
2024
Q4 		– Sell
-10,391
Closed -$268K – 448
2024
Q3 		$268K Sell
10,391
-4,507
-30% -$113K ﹤0.01% 384
2024
Q2 		$371K Sell
14,898
-939
-6% -$24.5K ﹤0.01% 318
2024
Q1 		$427K Sell
15,837
-2,145
-12% -$55.3K ﹤0.01% 276
2023
Q4 		$450K Buy
17,982
+1,254
+7% +$29.5K ﹤0.01% 235
2023
Q3 		$395K Buy
16,728
+467
+3% +$11.4K ﹤0.01% 234
2023
Q2 		$387K Buy
16,261
+1,671
+11% +$39K ﹤0.01% 220
2023
Q1 		$342K Buy
14,590
+2,134
+17% +$49.6K ﹤0.01% 221
2022
Q4 		$273K Buy
+12,456
New +$285K ﹤0.01% 228

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC's IVAL Position: Q4 2024 in Review

Betterment LLC sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q4 2024, closing a stake of 10,391 shares — an estimated $268K sold.

Betterment LLC first reported a position in IVAL in Q4 2022 and held it in 8 quarters. The position peaked at $450K in Q4 2023. 39 funds tracked by Wall St. Rank hold IVAL as of Q4 2024.

  • Betterment LLC reported no remaining Alpha Architect International Quantitative Value ETF position as of Q4 2024 after selling out during the quarter.
  • Betterment LLC sold 10,391 Alpha Architect International Quantitative Value ETF shares in Q4 2024, an estimated $268K.
  • Betterment LLC first reported a position in Alpha Architect International Quantitative Value ETF in Q4 2022 and held it in 8 quarters.
  • Betterment LLC's Alpha Architect International Quantitative Value ETF position peaked at $450K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q4 2024.

Based on Betterment LLC's 13F filing for Q4 2024, filed 14 Feb 2025.