GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322K Sell
2,582
-86
-3% -$10.3K 0.01% 289
2026
Q1 		$295K Sell
2,668
-2,312
-46% -$255K 0.01% 285
2025
Q4 		$508K Sell
4,980
-1,150
-19% -$115K 0.02% 218
2025
Q3 		$610K Sell
6,130
-2,397
-28% -$232K 0.02% 196
2025
Q2 		$777K Sell
8,527
-2,327
-21% -$201K 0.03% 163
2025
Q1 		$946K Sell
10,854
-2,561
-19% -$241K 0.04% 142
2024
Q4 		$1.3M Sell
13,415
-44,250
-77% -$4.4M 0.06% 127
2024
Q3 		$5.53M Buy
57,665
+43,061
+295% +$4.02M 0.25% 68
2024
Q2 		$1.31M Buy
14,604
+581
+4% +$52.6K 0.07% 119
2024
Q1 		$1.31M Sell
14,023
-996
-7% -$88.1K 0.07% 123
2023
Q4 		$1.35M Buy
15,019
+227
+2% +$18.2K 0.08% 118
2023
Q3 		$1.15M Buy
14,792
+1,157
+8% +$93K 0.08% 122
2023
Q2 		$1.06M Sell
13,635
-510
-4% -$37.5K 0.07% 126
2023
Q1 		$1.05M Buy
14,145
+1,399
+11% +$110K 0.08% 129
2022
Q4 		$950K Sell
12,746
-630
-5% -$47.4K 0.08% 126
2022
Q3 		$884K Sell
13,376
-2,242
-14% -$163K 0.08% 120
2022
Q2 		$1.07M Buy
15,618
+7,645
+96% +$579K 0.1% 112
2022
Q1 		$636K Buy
+7,973
New +$632K 0.05% 142

Other funds holding AVUV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AVUV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.2% in Q2 2026, selling an estimated $10.3K and leaving 2,582 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #289.

Gerber Kawasaki Wealth & Investment Management first reported a position in AVUV in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.53M in Q3 2024. 970 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,582 shares of Avantis US Small Cap Value ETF worth $322K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 86 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $10.3K.
  • Avantis US Small Cap Value ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #289 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Avantis US Small Cap Value ETF position peaked at $5.53M in Q3 2024.
  • 970 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.