Lifeworks Advisors’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Lifeworks Advisors’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 Q1	–	Sell	-6,923	Closed	-$218K	–	316
2025 Q4	$218K	Sell	6,923 -2,252	-25%	-$69K	0.03%	309
2025 Q3	$277K	Sell	9,175 -4,998	-35%	-$146K	0.04%	269
2025 Q2	$395K	Sell	14,173 -5,474	-28%	-$146K	0.06%	224
2025 Q1	$502K	Sell	19,647 -14,631	-43%	-$365K	0.08%	180
2024 Q4	$823K	Sell	34,278 -7,028	-17%	-$173K	0.15%	130
2024 Q3	$1.07M	Buy	+41,306	New	+$1.03M	0.21%	109

Other funds holding IVAL

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Lifeworks Advisors's IVAL Position: Q1 2026 in Review

Lifeworks Advisors sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q1 2026, closing a stake of 6,923 shares — an estimated $218K sold.

Lifeworks Advisors first reported a position in IVAL in Q3 2024 and held it in 6 quarters. The position peaked at $1.07M in Q3 2024. 36 funds tracked by Wall St. Rank hold IVAL as of Q1 2026.

Lifeworks Advisors reported no remaining Alpha Architect International Quantitative Value ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 6,923 Alpha Architect International Quantitative Value ETF shares in Q1 2026, an estimated $218K.
Lifeworks Advisors first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2024 and held it in 6 quarters.
Lifeworks Advisors's Alpha Architect International Quantitative Value ETF position peaked at $1.07M in Q3 2024.
36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.