IVAL ALPHA ARCHITECT ETF TR

Ownership history in Revolve Wealth Partners, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Revolve Wealth Partners, LLC reported a position in ALPHA ARCHITECT ETF TR (IVAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.51% (2023 Q1)
Avg. % of fund
5.09%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,389,492 -10,001 -0.7% 5.14% $43.7M $31.46
2025 Q3 ADDED 1,399,493 +46,647 +3.4% 5.07% $42.2M $29.88
2025 Q2 REDUCED 1,352,846 -20,321 -1.5% 4.90% $37.7M $27.52
2025 Q1 ADDED 1,373,167 +119,162 +9.5% 5.07% $35.1M $24.86
2024 Q4 ADDED 1,254,005 +23,397 +1.9% 4.33% $30.1M $23.32
2024 Q3 ADDED 1,230,608 +47,637 +4.0% 4.83% $31.7M $24.79
2024 Q2 ADDED 1,182,971 +52,209 +4.6% 4.85% $29.5M $23.92
2024 Q1 ADDED 1,130,762 +46,005 +4.2% 5.20% $30.5M $25.44
2023 Q4 ADDED 1,084,757 +71,584 +7.1% 5.24% $27.2M $23.48
2023 Q3 ADDED 1,013,173 +51,028 +5.3% 5.50% $23.9M $21.83
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVAL price (monthly, adj. close)
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