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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
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 – 456
2023
Q1 		$30.4K Buy
+411
New +$32.2K 0.01% 181
2022
Q4 		– Sell
-196
Closed -$13K – 441
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return