XY Planning Network’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

XY Planning Network’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	$547K	Sell	16,060 -2,109	-12%	-$73.9K	0.07%	199
2026 Q1	$628K	Sell	18,169 -587	-3%	-$20K	0.1%	168
2025 Q4	$590K	Buy	18,756 +1,954	+12%	+$59.9K	0.1%	158
2025 Q3	$468K	Hold	16,802	–	–	0.16%	114
2025 Q2	$468K	Buy	16,802 +6,382	+61%	+$170K	0.16%	114
2025 Q1	$266K	Buy	+10,420	New	+$260K	0.18%	87

Other funds holding IVAL

RWP

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

XY Planning Network's IVAL Position: Q2 2026 in Review

XY Planning Network reduced its Alpha Architect International Quantitative Value ETF (IVAL) stake by 12% in Q2 2026, selling an estimated $73.9K and leaving 16,060 shares worth $547K. The position accounts for 0.07% of the portfolio, ranked #199.

XY Planning Network first reported a position in IVAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $628K in Q1 2026. 36 funds tracked by Wall St. Rank hold IVAL as of Q2 2026.

XY Planning Network held 16,060 shares of Alpha Architect International Quantitative Value ETF worth $547K as of Q2 2026.
XY Planning Network sold 2,109 Alpha Architect International Quantitative Value ETF shares in Q2 2026, an estimated $73.9K.
Alpha Architect International Quantitative Value ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #199 holding.
XY Planning Network first reported a position in Alpha Architect International Quantitative Value ETF in Q1 2025 and has held it in 6 quarters since.
XY Planning Network's Alpha Architect International Quantitative Value ETF position peaked at $628K in Q1 2026.
36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.