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Independent Advisor Alliance’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Independent Advisor Alliance’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$530K Sell
9,550
-8,752
-48% -$478K 0.01% 651
2026
Q1 		$954K Buy
18,302
+8,752
+92% +$454K 0.01% 852
2025
Q4 		$466K Hold
9,550
– – 0.01% 667
2025
Q3 		$446K Buy
+9,550
New +$429K 0.01% 655

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Independent Advisor Alliance's QVAL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Alpha Architect US Quantitative Value ETF (QVAL) stake by 48% in Q2 2026, selling an estimated $478K and leaving 9,550 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #651.

Independent Advisor Alliance first reported a position in QVAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $954K in Q1 2026. 64 funds tracked by Wall St. Rank hold QVAL as of Q2 2026.

  • Independent Advisor Alliance held 9,550 shares of Alpha Architect US Quantitative Value ETF worth $530K as of Q2 2026.
  • Independent Advisor Alliance sold 8,752 Alpha Architect US Quantitative Value ETF shares in Q2 2026, an estimated $478K.
  • Alpha Architect US Quantitative Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #651 holding.
  • Independent Advisor Alliance first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Alpha Architect US Quantitative Value ETF position peaked at $954K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.