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

WESPAC 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
2025
Q1 		– Sell
-16,147
Closed -$388K – 173
2024
Q4 		$388K Hold
16,147
– – 0.29% 116
2024
Q3 		$416K Hold
16,147
– – 0.31% 101
2024
Q2 		$403K Sell
16,147
-16,147
-50% -$421K 0.32% 107
2024
Q1 		$871K Hold
32,294
– – 0.51% 72
2023
Q4 		$809K Buy
+32,294
New +$761K 0.56% 60

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

WESPAC Advisors's IVAL Position: Q1 2025 in Review

WESPAC Advisors sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q1 2025, closing a stake of 16,147 shares — an estimated $388K sold.

WESPAC Advisors first reported a position in IVAL in Q4 2023 and held it in 5 quarters. The position peaked at $871K in Q1 2024. 31 funds tracked by Wall St. Rank hold IVAL as of Q1 2025.

  • WESPAC Advisors reported no remaining Alpha Architect International Quantitative Value ETF position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 16,147 Alpha Architect International Quantitative Value ETF shares in Q1 2025, an estimated $388K.
  • WESPAC Advisors first reported a position in Alpha Architect International Quantitative Value ETF in Q4 2023 and held it in 5 quarters.
  • WESPAC Advisors's Alpha Architect International Quantitative Value ETF position peaked at $871K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.