Stokes Family Office’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Stokes Family Office’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	$404K	Buy	11,887 +2,887	+32%	+$98.4K	0.04%	204
2025 Q4	$283K	Sell	9,000 -12,000	-57%	-$368K	0.03%	255
2025 Q3	$634K	Hold	21,000	–	–	0.06%	161
2025 Q2	$585K	Hold	21,000	–	–	0.06%	149
2025 Q1	$536K	Buy	21,000 +11,962	+132%	+$298K	0.06%	152
2024 Q4	$217K	Buy	+9,038	New	+$223K	0.02%	226
2024 Q2	–	Sell	-12,777	Closed	-$345K	–	227
2024 Q1	$345K	Hold	12,777	–	–	0.04%	175
2023 Q4	$320K	Hold	12,777	–	–	0.04%	171
2023 Q3	$301K	Buy	12,777 +777	+6%	+$19K	0.04%	244
2023 Q2	$286K	Hold	12,000	–	–	0.03%	242
2023 Q1	$281K	Buy	+12,000	New	+$279K	0.04%	231

Other funds holding IVAL

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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 $323M AUM 14.72% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Stokes Family Office's IVAL Position: Q1 2026 in Review

Stokes Family Office increased its Alpha Architect International Quantitative Value ETF (IVAL) stake by 32% in Q1 2026, buying an estimated $98.4K and bringing the position to 11,887 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #204.

Stokes Family Office first reported a position in IVAL in Q1 2023 and has held it in 11 quarters since. The position peaked at $634K in Q3 2025. 36 funds tracked by Wall St. Rank hold IVAL as of Q1 2026.

Stokes Family Office held 11,887 shares of Alpha Architect International Quantitative Value ETF worth $404K as of Q1 2026.
Stokes Family Office bought 2,887 Alpha Architect International Quantitative Value ETF shares in Q1 2026, an estimated $98.4K.
Alpha Architect International Quantitative Value ETF made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #204 holding.
Stokes Family Office first reported a position in Alpha Architect International Quantitative Value ETF in Q1 2023 and has held it in 11 quarters since.
Stokes Family Office's Alpha Architect International Quantitative Value ETF position peaked at $634K in Q3 2025.
36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.