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IAM Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

IAM Advisory’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 		$9.92M Buy
79,536
+3,688
+5% +$440K 1.93% 11
2026
Q1 		$8.38M Sell
75,848
-995
-1% -$110K 1.88% 11
2025
Q4 		$7.84M Buy
76,843
+287
+0.4% +$28.7K 1.74% 11
2025
Q3 		$7.62M Buy
76,556
+688
+0.9% +$66.6K 1.71% 12
2025
Q2 		$6.91M Buy
75,868
+1,164
+2% +$100K 1.66% 12
2025
Q1 		$6.51M Sell
74,704
-1,496
-2% -$141K 1.69% 11
2024
Q4 		$7.36M Sell
76,200
-459
-0.6% -$45.6K 1.86% 10
2024
Q3 		$7.36M Buy
76,659
+276
+0.4% +$25.8K 1.86% 11
2024
Q2 		$6.85M Buy
76,383
+4,300
+6% +$389K 1.86% 11
2024
Q1 		$6.75M Sell
72,083
-2,515
-3% -$223K 1.85% 11
2023
Q4 		$6.7M Buy
74,598
+944
+1% +$75.5K 2.1% 10
2023
Q3 		$5.74M Sell
73,654
-774
-1% -$62.2K 2.01% 10
2023
Q2 		$5.78M Buy
74,428
+409
+0.6% +$30.1K 1.97% 9
2023
Q1 		$5.48M Sell
74,019
-2,190
-3% -$172K 1.89% 10
2022
Q4 		$5.68M Buy
76,209
+234
+0.3% +$17.6K 2.09% 9
2022
Q3 		$5.03M Sell
75,975
-14,740
-16% -$1.07M 2.12% 9
2022
Q2 		$6.2M Sell
90,715
-1,605
-2% -$121K 2.55% 9
2022
Q1 		$7.37M Buy
92,320
+17,967
+24% +$1.42M 2.99% 7
2021
Q4 		$6.02M Buy
74,353
+4,326
+6% +$344K 2.38% 7
2021
Q3 		$5.44M Buy
+70,027
New +$5.19M 2.31% 6

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

IAM Advisory's AVUV Position: Q2 2026 in Review

IAM Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.9% in Q2 2026, buying an estimated $440K and bringing the position to 79,536 shares worth $9.92M. The position accounts for 1.93% of the portfolio, ranked #11.

IAM Advisory first reported a position in AVUV in Q3 2021 and has held it in 20 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • IAM Advisory held 79,536 shares of Avantis US Small Cap Value ETF worth $9.92M as of Q2 2026.
  • IAM Advisory bought 3,688 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $440K.
  • Avantis US Small Cap Value ETF made up 1.93% of IAM Advisory's portfolio in Q2 2026, its #11 holding.
  • IAM Advisory first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.