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L.K. Benson & Company’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

L.K. Benson & Company’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
Q2 		$963K Sell
28,262
-1,765
-6% -$61.8K 0.29% 54
2026
Q1 		$1.02M Buy
30,027
+2,131
+8% +$72.6K 0.34% 46
2025
Q4 		$878K Buy
27,896
+9,948
+55% +$305K 0.44% 51
2025
Q3 		$541K Buy
17,948
+1,901
+12% +$55.5K 0.29% 65
2025
Q2 		$447K Buy
16,047
+3,961
+33% +$105K 0.27% 71
2025
Q1 		$309K Buy
+12,086
New +$301K 0.21% 81

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

L.K. Benson & Company's IVAL Position: Q2 2026 in Review

L.K. Benson & Company reduced its Alpha Architect International Quantitative Value ETF (IVAL) stake by 5.9% in Q2 2026, selling an estimated $61.8K and leaving 28,262 shares worth $963K. The position accounts for 0.29% of the portfolio, ranked #54.

L.K. Benson & Company first reported a position in IVAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2026. 36 funds tracked by Wall St. Rank hold IVAL as of Q2 2026.

  • L.K. Benson & Company held 28,262 shares of Alpha Architect International Quantitative Value ETF worth $963K as of Q2 2026.
  • L.K. Benson & Company sold 1,765 Alpha Architect International Quantitative Value ETF shares in Q2 2026, an estimated $61.8K.
  • Alpha Architect International Quantitative Value ETF made up 0.29% of L.K. Benson & Company's portfolio in Q2 2026, its #54 holding.
  • L.K. Benson & Company first reported a position in Alpha Architect International Quantitative Value ETF in Q1 2025 and has held it in 6 quarters since.
  • L.K. Benson & Company's Alpha Architect International Quantitative Value ETF position peaked at $1.02M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.