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IAG Wealth Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

IAG Wealth Partners’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.26M Sell
22,666
-204
-0.9% -$20.8K 0.25% 54
2025
Q4 		$2.15M Sell
22,870
-469
-2% -$42.5K 0.25% 56
2025
Q3 		$2.08M Sell
23,339
-289
-1% -$24.3K 0.25% 55
2025
Q2 		$1.87M Buy
23,628
+6,993
+42% +$517K 0.25% 54
2025
Q1 		$1.16M Sell
16,635
-850
-5% -$57.7K 0.18% 58
2024
Q4 		$1.14M Sell
17,485
-365
-2% -$24.6K 0.2% 56
2024
Q3 		$1.26M Sell
17,850
-512
-3% -$34.4K 0.23% 53
2024
Q2 		$1.19M Sell
18,362
-1,750
-9% -$116K 0.24% 51
2024
Q1 		$1.32M Sell
20,112
-512
-2% -$31.9K 0.28% 45
2023
Q4 		$1.29M Sell
20,624
-8,841
-30% -$515K 0.29% 44
2023
Q3 		$1.7M Sell
29,465
-3,782
-11% -$223K 0.48% 32
2023
Q2 		$1.91M Buy
33,247
+339
+1% +$19.8K 0.51% 35
2023
Q1 		$1.92M Sell
32,908
-627
-2% -$36.5K 0.53% 34
2022
Q4 		$1.86M Buy
33,535
+1,055
+3% +$55.8K 0.55% 32
2022
Q3 		$1.54M Buy
32,480
+17,701
+120% +$938K 0.51% 33
2022
Q2 		$780K Sell
14,779
-9,568
-39% -$561K 0.26% 41
2022
Q1 		$1.52M Buy
24,347
+12,162
+100% +$765K 0.48% 31
2021
Q4 		$787K Buy
12,185
+9,314
+324% +$604K 0.25% 40
2021
Q3 		$186K Buy
2,871
+989
+53% +$64.8K 0.07% 53
2021
Q2 		$122K Buy
+1,882
New +$124K 0.04% 68

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

IAG Wealth Partners's AVDV Position: Q1 2026 in Review

IAG Wealth Partners reduced its Avantis International Small Cap Value ETF (AVDV) stake by 0.89% in Q1 2026, selling an estimated $20.8K and leaving 22,666 shares worth $2.26M. The position accounts for 0.25% of the portfolio, ranked #54.

IAG Wealth Partners first reported a position in AVDV in Q2 2021 and has held it in 20 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • IAG Wealth Partners held 22,666 shares of Avantis International Small Cap Value ETF worth $2.26M as of Q1 2026.
  • IAG Wealth Partners sold 204 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $20.8K.
  • Avantis International Small Cap Value ETF made up 0.25% of IAG Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • IAG Wealth Partners first reported a position in Avantis International Small Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.