IAG Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

IAG Wealth Partners’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.76K	Hold	45	–	–	﹤0.01%	412
2026 Q1	$5K	Hold	45	–	–	﹤0.01%	424
2025 Q4	$5.03K	Hold	45	–	–	﹤0.01%	407
2025 Q3	$4.89K	Hold	45	–	–	﹤0.01%	430
2025 Q2	$4.54K	Hold	45	–	–	﹤0.01%	411
2025 Q1	$4.16K	Hold	45	–	–	﹤0.01%	417
2024 Q4	$4.36K	Hold	45	–	–	﹤0.01%	434
2024 Q3	$4.28K	Hold	45	–	–	﹤0.01%	414
2024 Q2	$4.06K	Buy	+45	New	+$3.98K	﹤0.01%	411

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

IAG Wealth Partners held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 45 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

IAG Wealth Partners first reported a position in AVUS in Q2 2024 and has held it in 9 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

IAG Wealth Partners held 45 shares of Avantis US Equity ETF worth $5.76K as of Q2 2026.
IAG Wealth Partners left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #412 holding.
IAG Wealth Partners first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 9 quarters since.
584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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