IGWM
AVUV icon

ICA Group Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		$73.6K Buy
820
+258
+46% +$23.4K 0.04% 202
2024
Q1 		$52.7K Buy
562
+234
+71% +$20.7K 0.01% 548
2023
Q4 		$29.5K Buy
+328
New +$26.2K 0.01% 628

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

ICA Group Wealth Management's AVUV Position: Q2 2024 in Review

ICA Group Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 46% in Q2 2024, buying an estimated $23.4K and bringing the position to 820 shares worth $73.6K. The position accounts for 0.04% of the portfolio, ranked #202.

ICA Group Wealth Management first reported a position in AVUV in Q4 2023 and has held it in 3 quarters since. 649 funds tracked by Wall St. Rank hold AVUV as of Q2 2024.

  • ICA Group Wealth Management held 820 shares of Avantis US Small Cap Value ETF worth $73.6K as of Q2 2024.
  • ICA Group Wealth Management bought 258 Avantis US Small Cap Value ETF shares in Q2 2024, an estimated $23.4K.
  • Avantis US Small Cap Value ETF made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #202 holding.
  • ICA Group Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 649 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.