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Well Done LLC’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Well Done LLC’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 		$766K Buy
22,492
+249
+1% +$8.72K 0.1% 106
2026
Q1 		$755K Buy
22,243
+5,685
+34% +$194K 0.11% 97
2025
Q4 		$521K Hold
16,558
– – 0.08% 118
2025
Q3 		$500K Sell
16,558
-773
-4% -$22.6K 0.09% 116
2025
Q2 		$483K Sell
17,331
-1,795
-9% -$47.8K 0.09% 109
2025
Q1 		$459K Hold
19,126
– – 0.08% 114
2024
Q4 		$493K Hold
19,126
– – 0.09% 113
2024
Q3 		$493K Hold
19,126
– – 0.09% 114
2024
Q2 		$477K Sell
19,126
-801
-4% -$20.9K 0.1% 114
2024
Q1 		$538K Hold
19,927
– – 0.11% 112
2023
Q4 		$499K Hold
19,927
– – 0.1% 114
2023
Q3 		$470K Hold
19,927
– – 0.1% 101
2023
Q2 		$474K Buy
19,927
+90
+0.5% +$2.1K 0.1% 101
2023
Q1 		$465K Buy
19,837
+2,700
+16% +$62.8K 0.1% 103
2022
Q4 		$375K Sell
17,137
-513
-3% -$11.7K 0.08% 121
2022
Q3 		$358K Hold
17,650
– – 0.09% 108
2022
Q2 		$397K Buy
17,650
+703
+4% +$17.6K 0.09% 108
2022
Q1 		$449K Buy
16,947
+6,025
+55% +$158K 0.09% 116
2021
Q4 		$287K Buy
10,922
+579
+6% +$15.5K 0.06% 143
2021
Q3 		$279K Buy
10,343
+1,643
+19% +$46.8K 0.06% 141
2021
Q2 		$253K Buy
8,700
+966
+12% +$28.5K 0.06% 145
2021
Q1 		$223K Buy
7,734
+409
+6% +$11.6K 0.05% 153
2020
Q4 		$201K Buy
+7,325
New +$190K 0.05% 149
2019
Q1 		– Sell
-46
Closed -$1K – 394
2018
Q4 		$1K Buy
+46
New +$1.25K ﹤0.01% 708
2018
Q2 		– Sell
-73
Closed -$2K – 320
2018
Q1 		$2K Buy
+73
New +$2.43K ﹤0.01% 573

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

Well Done LLC's IVAL Position: Q2 2026 in Review

Well Done LLC increased its Alpha Architect International Quantitative Value ETF (IVAL) stake by 1.1% in Q2 2026, buying an estimated $8.72K and bringing the position to 22,492 shares worth $766K. The position accounts for 0.1% of the portfolio, ranked #106.

Well Done LLC first reported a position in IVAL in Q1 2018 and has held it in 25 quarters since. 36 funds tracked by Wall St. Rank hold IVAL as of Q2 2026.

  • Well Done LLC held 22,492 shares of Alpha Architect International Quantitative Value ETF worth $766K as of Q2 2026.
  • Well Done LLC bought 249 Alpha Architect International Quantitative Value ETF shares in Q2 2026, an estimated $8.72K.
  • Alpha Architect International Quantitative Value ETF made up 0.1% of Well Done LLC's portfolio in Q2 2026, its #106 holding.
  • Well Done LLC first reported a position in Alpha Architect International Quantitative Value ETF in Q1 2018 and has held it in 25 quarters since.
  • 36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.