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Guardian Wealth Advisors (North Carolina)’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-8
Closed -$272 – 487
2026
Q1 		$272 Buy
+8
New +$273 ﹤0.01% 605
2025
Q3 		– Sell
-8
Closed -$223 – 452
2025
Q2 		$223 Hold
8
– – ﹤0.01% 546
2025
Q1 		$204 Hold
8
– – ﹤0.01% 524
2024
Q4 		$192 Hold
8
– – ﹤0.01% 511
2024
Q3 		$206 Buy
+8
New +$200 ﹤0.01% 448

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IVAL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q2 2026, closing a stake of 8 shares — an estimated $272 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IVAL in Q3 2024 and held it in 5 quarters. The position peaked at $272 in Q1 2026. 36 funds tracked by Wall St. Rank hold IVAL as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Alpha Architect International Quantitative Value ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 8 Alpha Architect International Quantitative Value ETF shares in Q2 2026, an estimated $272.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2024 and held it in 5 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Alpha Architect International Quantitative Value ETF position peaked at $272 in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.