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IronOak Wealth’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

IronOak Wealth’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
2024
Q4 		$1.94M Buy
+43,521
New +$2M 2.18% 18

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

IronOak Wealth's QVAL Position: Q4 2024 in Review

IronOak Wealth opened a new position in Alpha Architect US Quantitative Value ETF (QVAL) in Q4 2024: 43,521 shares worth $1.94M. The stake represents 2.18% of the portfolio and ranks #18 among its holdings.

64 funds tracked by Wall St. Rank hold QVAL as of Q4 2024.

  • IronOak Wealth held 43,521 shares of Alpha Architect US Quantitative Value ETF worth $1.94M as of Q4 2024.
  • Alpha Architect US Quantitative Value ETF was a new IronOak Wealth position in Q4 2024.
  • Alpha Architect US Quantitative Value ETF made up 2.18% of IronOak Wealth's portfolio in Q4 2024, its #18 holding.
  • 64 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.