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

SRH 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
2021
Q4 		– Sell
-170
Closed -$5K – 309
2021
Q3 		$5K Hold
170
– – 0.01% 258
2021
Q2 		$5K Hold
170
– – 0.01% 260
2021
Q1 		$5K Hold
170
– – 0.01% 249
2020
Q4 		$5K Hold
170
– – 0.01% 243
2020
Q3 		$4K Hold
170
– – 0.01% 244
2020
Q2 		$4K Hold
170
– – 0.01% 220
2020
Q1 		$4K Hold
170
– – 0.01% 206
2019
Q4 		$5K Hold
170
– – 0.02% 197
2019
Q3 		$5K Sell
170
-650
-79% -$17K 0.02% 193
2019
Q2 		$22K Buy
820
+170
+26% +$4.7K 0.08% 118
2019
Q1 		$18K Sell
650
-850
-57% -$23.4K 0.06% 123
2018
Q4 		$37K Sell
1,500
-600
-29% -$16.3K 0.14% 87
2018
Q3 		$65K Buy
2,100
+150
+8% +$4.6K 0.22% 72
2018
Q2 		$60K Buy
+1,950
New +$63.2K 0.22% 73

Other funds holding IVAL

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

SRH Advisors's IVAL Position: Q4 2021 in Review

SRH Advisors sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q4 2021, closing a stake of 170 shares — an estimated $5K sold.

SRH Advisors first reported a position in IVAL in Q2 2018 and held it in 14 quarters. The position peaked at $65K in Q3 2018. 26 funds tracked by Wall St. Rank hold IVAL as of Q4 2021.

  • SRH Advisors reported no remaining Alpha Architect International Quantitative Value ETF position as of Q4 2021 after selling out during the quarter.
  • SRH Advisors sold 170 Alpha Architect International Quantitative Value ETF shares in Q4 2021, an estimated $5K.
  • SRH Advisors first reported a position in Alpha Architect International Quantitative Value ETF in Q2 2018 and held it in 14 quarters.
  • SRH Advisors's Alpha Architect International Quantitative Value ETF position peaked at $65K in Q3 2018.
  • 26 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q4 2021.

Based on SRH Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.