LPL Financial
IVAL icon

LPL Financial’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

LPL Financial’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 		$336K Buy
9,883
+1,188
+14% +$40.5K ﹤0.01% 5113
2025
Q4 		$274K Sell
8,695
-101
-1% -$3.09K ﹤0.01% 5219
2025
Q3 		$265K Buy
8,796
+1,476
+20% +$43.1K ﹤0.01% 5151
2025
Q2 		$204K Buy
+7,320
New +$195K ﹤0.01% 5078
2024
Q4 		– Sell
-12,043
Closed -$311K – 5372
2024
Q3 		$311K Sell
12,043
-20,987
-64% -$524K ﹤0.01% 4402
2024
Q2 		$823K Sell
33,030
-5,124
-13% -$133K ﹤0.01% 3439
2024
Q1 		$1.03M Buy
38,154
+3,610
+10% +$93.1K ﹤0.01% 3156
2023
Q4 		$865K Sell
34,544
-832
-2% -$19.6K ﹤0.01% 3162
2023
Q3 		$834K Buy
35,376
+926
+3% +$22.6K ﹤0.01% 3052
2023
Q2 		$820K Buy
34,450
+674
+2% +$15.7K ﹤0.01% 3016
2023
Q1 		$792K Buy
33,776
+3,729
+12% +$86.7K ﹤0.01% 2941
2022
Q4 		$658K Buy
30,047
+13,739
+84% +$314K ﹤0.01% 3018
2022
Q3 		$331K Buy
16,308
+6,219
+62% +$140K ﹤0.01% 3495
2022
Q2 		$227K Buy
+10,089
New +$253K ﹤0.01% 3850
2020
Q4 		– Sell
-11,532
Closed -$287K – 3836
2020
Q3 		$287K Buy
11,532
+286
+3% +$7.19K ﹤0.01% 2938
2020
Q2 		$272K Buy
11,246
+981
+10% +$22.6K ﹤0.01% 2906
2020
Q1 		$213K Sell
10,265
-65
-0.6% -$1.69K ﹤0.01% 2759
2019
Q4 		$305K Buy
+10,330
New +$296K ﹤0.01% 2763
2018
Q4 		– Sell
-9,531
Closed -$293K – 3166
2018
Q3 		$293K Buy
9,531
+220
+2% +$6.75K ﹤0.01% 2717
2018
Q2 		$287K Buy
9,311
+350
+4% +$11.3K ﹤0.01% 2685
2018
Q1 		$293K Buy
8,961
+855
+11% +$28.5K ﹤0.01% 2626
2017
Q4 		$268K Buy
8,106
+83
+1% +$2.7K ﹤0.01% 2592
2017
Q3 		$257K Buy
+8,023
New +$250K ﹤0.01% 2491

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

LPL Financial's IVAL Position: Q1 2026 in Review

LPL Financial increased its Alpha Architect International Quantitative Value ETF (IVAL) stake by 14% in Q1 2026, buying an estimated $40.5K and bringing the position to 9,883 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #5113.

LPL Financial first reported a position in IVAL in Q3 2017 and has held it in 23 quarters since. The position peaked at $1.03M in Q1 2024. 36 funds tracked by Wall St. Rank hold IVAL as of Q1 2026.

  • LPL Financial held 9,883 shares of Alpha Architect International Quantitative Value ETF worth $336K as of Q1 2026.
  • LPL Financial bought 1,188 Alpha Architect International Quantitative Value ETF shares in Q1 2026, an estimated $40.5K.
  • Alpha Architect International Quantitative Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5113 holding.
  • LPL Financial first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2017 and has held it in 23 quarters since.
  • LPL Financial's Alpha Architect International Quantitative Value ETF position peaked at $1.03M in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.