IronOak Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

IronOak Wealth’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
2025 Q2	$4.48M	Buy	+39,789	New	+$4.46M	4.36%	3

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

IronOak Wealth's BOXX Position: Q2 2025 in Review

IronOak Wealth opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2025: 39,789 shares worth $4.48M. The stake represents 4.36% of the portfolio and ranks #3 among its holdings.

243 funds tracked by Wall St. Rank hold BOXX as of Q2 2025.

IronOak Wealth held 39,789 shares of Alpha Architect 1-3 Month Box ETF worth $4.48M as of Q2 2025.
Alpha Architect 1-3 Month Box ETF was a new IronOak Wealth position in Q2 2025.
Alpha Architect 1-3 Month Box ETF made up 4.36% of IronOak Wealth's portfolio in Q2 2025, its #3 holding.
243 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.