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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 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. 4 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.
4 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.