IAG Wealth Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

IAG Wealth Partners’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	$52.1M	Buy	673,117 +92,595	+16%	+$7.24M	5.16%	3
2026 Q1	$43.4M	Buy	580,522 +39,017	+7%	+$2.95M	4.85%	4
2025 Q4	$38.6M	Sell	541,505 -8,513	-2%	-$588K	4.47%	5
2025 Q3	$37.1M	Buy	550,018 +10,571	+2%	+$685K	4.46%	5
2025 Q2	$33.6M	Sell	539,447 -3,353	-0.6%	-$199K	4.44%	4
2025 Q1	$30.8M	Buy	542,800 +541,234	+34,562%	+$29.9M	4.78%	4
2024 Q4	$81.3K	Buy	+1,566	New	+$84.3K	0.01%	154

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

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

IAG Wealth Partners's AVIV Position: Q2 2026 in Review

IAG Wealth Partners increased its Avantis International Large Cap Value ETF (AVIV) stake by 16% in Q2 2026, buying an estimated $7.24M and bringing the position to 673,117 shares worth $52.1M. The position accounts for 5.16% of the portfolio, ranked #3.

IAG Wealth Partners first reported a position in AVIV in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

IAG Wealth Partners held 673,117 shares of Avantis International Large Cap Value ETF worth $52.1M as of Q2 2026.
IAG Wealth Partners bought 92,595 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $7.24M.
Avantis International Large Cap Value ETF made up 5.16% of IAG Wealth Partners's portfolio in Q2 2026, its #3 holding.
IAG Wealth Partners first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.