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IEQ Capital’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

IEQ Capital’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Sell
11,589
-3,028
-21% -$353K 0.01% 979
2026
Q1 		$1.7M Sell
14,617
-10,982
-43% -$1.27M 0.01% 834
2025
Q4 		$2.95M Buy
+25,599
New +$2.93M 0.01% 677

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

IEQ Capital's BOXX Position: Q2 2026 in Review

IEQ Capital reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 21% in Q2 2026, selling an estimated $353K and leaving 11,589 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #979.

IEQ Capital first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.95M in Q4 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • IEQ Capital held 11,589 shares of Alpha Architect 1-3 Month Box ETF worth $1.36M as of Q2 2026.
  • IEQ Capital sold 3,028 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $353K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #979 holding.
  • IEQ Capital first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • IEQ Capital's Alpha Architect 1-3 Month Box ETF position peaked at $2.95M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.