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 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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return