Foundry Financial Group’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Foundry Financial Group’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2M	Buy	222,193 +3,755	+2%	+$294K	7.44%	2
2026 Q1	$16.3M	Sell	218,438 -23,657	-10%	-$1.79M	8.11%	2
2025 Q4	$17.2M	Buy	242,095 +4,066	+2%	+$281K	8.63%	2
2025 Q3	$16.1M	Buy	238,029 +3,529	+2%	+$229K	8.43%	2
2025 Q2	$14.6M	Buy	234,500 +51,763	+28%	+$3.07M	8.31%	2
2025 Q1	$10.4M	Sell	182,737 -9,555	-5%	-$528K	6.38%	3
2024 Q4	$9.98M	Buy	192,292 +14,920	+8%	+$803K	6.18%	2
2024 Q3	$9.96M	Buy	177,372 +1,225	+0.7%	+$65.9K	6.22%	2
2024 Q2	$9.24M	Buy	176,147 +8,942	+5%	+$482K	6.36%	2
2024 Q1	$9.04M	Buy	167,205 +22,446	+16%	+$1.16M	6.45%	2
2023 Q4	$7.45M	Buy	+144,759	New	+$7.04M	6.32%	3

Other funds holding AVIV

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Foundry Financial Group's AVIV Position: Q2 2026 in Review

Foundry Financial Group increased its Avantis International Large Cap Value ETF (AVIV) stake by 1.7% in Q2 2026, buying an estimated $294K and bringing the position to 222,193 shares worth $17.2M. The position accounts for 7.44% of the portfolio, ranked #2.

Foundry Financial Group first reported a position in AVIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2M in Q4 2025. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Foundry Financial Group held 222,193 shares of Avantis International Large Cap Value ETF worth $17.2M as of Q2 2026.
Foundry Financial Group bought 3,755 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $294K.
Avantis International Large Cap Value ETF made up 7.44% of Foundry Financial Group's portfolio in Q2 2026, its #2 holding.
Foundry Financial Group first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's Avantis International Large Cap Value ETF position peaked at $17.2M in Q4 2025.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.