SWA
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Sax Wealth Advisors’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Sax Wealth 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
Q2 		– Sell
-6,405
Closed -$201K – 551
2026
Q1 		$201K Hold
6,405
– – 0.01% 470
2025
Q4 		$201K Sell
6,405
-6,103
-49% -$187K 0.01% 476
2025
Q3 		$377K Buy
+12,508
New +$365K 0.02% 321

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

Sax Wealth Advisors's IVAL Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q2 2026, closing a stake of 6,405 shares — an estimated $201K sold.

Sax Wealth Advisors first reported a position in IVAL in Q3 2025 and held it in 3 quarters. The position peaked at $377K in Q3 2025. 36 funds tracked by Wall St. Rank hold IVAL as of Q2 2026.

  • Sax Wealth Advisors reported no remaining Alpha Architect International Quantitative Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 6,405 Alpha Architect International Quantitative Value ETF shares in Q2 2026, an estimated $201K.
  • Sax Wealth Advisors first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2025 and held it in 3 quarters.
  • Sax Wealth Advisors's Alpha Architect International Quantitative Value ETF position peaked at $377K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.