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IAG Wealth Partners’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

IAG Wealth Partners’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.2K Buy
401
+14
+4% +$1.08K ﹤0.01% 257
2026
Q1 		$28K Sell
387
-27
-7% -$2K ﹤0.01% 262
2025
Q4 		$29.2K Buy
414
+90
+28% +$6.28K ﹤0.01% 257
2025
Q3 		$22.5K Hold
324
– – ﹤0.01% 293
2025
Q2 		$21.4K Hold
324
– – ﹤0.01% 279
2025
Q1 		$20.1K Buy
+324
New +$21.2K ﹤0.01% 277

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

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

IAG Wealth Partners increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 3.6% in Q2 2026, buying an estimated $1.08K and bringing the position to 401 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

IAG Wealth Partners first reported a position in AVMC in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • IAG Wealth Partners held 401 shares of Avantis US Mid Cap Equity ETF worth $32.2K as of Q2 2026.
  • IAG Wealth Partners bought 14 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.08K.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #257 holding.
  • IAG Wealth Partners first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

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