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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

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 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.