Birch Financial Group’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Birch Financial Group’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 Q3	$21.7K	Buy	+600	New	+$21.8K	0.01%	471

Other funds holding IVAL

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Royal Harbor Partners Houston, Texas $327M AUM 8.21% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Birch Financial Group's IVAL Position: Q3 2026 in Review

Birch Financial Group opened a new position in Alpha Architect International Quantitative Value ETF (IVAL) in Q3 2026: 600 shares worth $21.7K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings.

11 funds tracked by Wall St. Rank hold IVAL as of Q3 2026.

Birch Financial Group held 600 shares of Alpha Architect International Quantitative Value ETF worth $21.7K as of Q3 2026.
Alpha Architect International Quantitative Value ETF was a new Birch Financial Group position in Q3 2026.
Alpha Architect International Quantitative Value ETF made up 0.01% of Birch Financial Group's portfolio in Q3 2026, its #471 holding.
11 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.