IAG Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

IAG Wealth Partners’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	$5.37K	Hold	43	–	–	﹤0.01%	416
2026 Q1	$4.75K	Hold	43	–	–	﹤0.01%	427
2025 Q4	$4.38K	Buy	+43	New	+$4.3K	﹤0.01%	415
2025 Q2	–	Sell	-113	Closed	-$9.85K	–	495
2025 Q1	$9.85K	Sell	113 -592	-84%	-$55.6K	﹤0.01%	338
2024 Q4	$68.1K	Hold	705	–	–	0.01%	173
2024 Q3	$67.6K	Buy	705 +113	+19%	+$10.6K	0.01%	162
2024 Q2	$53.1K	Buy	+592	New	+$53.6K	0.01%	173
2023 Q2	–	Sell	-411	Closed	-$30.4K	–	454
2023 Q1	$30.4K	Buy	+411	New	+$32.2K	0.01%	181
2022 Q4	–	Sell	-196	Closed	-$13K	–	440
2022 Q3	$13K	Sell	196 -460	-70%	-$33.5K	﹤0.01%	244
2022 Q2	$45K	Buy	+656	New	+$49.7K	0.01%	134

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

IAG Wealth Partners held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 43 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

IAG Wealth Partners first reported a position in AVUV in Q2 2022 and has held it in 10 quarters since. The position peaked at $68.1K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

IAG Wealth Partners held 43 shares of Avantis US Small Cap Value ETF worth $5.37K as of Q2 2026.
IAG Wealth Partners left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #416 holding.
IAG Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 10 quarters since.
IAG Wealth Partners's Avantis US Small Cap Value ETF position peaked at $68.1K in Q4 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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