IFP Advisors
AVDV icon

IFP Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

IFP Advisors’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$102K Sell
928
-143
-13% -$15.5K ﹤0.01% 1960
2026
Q2 		$110K Buy
1,071
+167
+18% +$17.8K ﹤0.01% 1917
2026
Q1 		$90.3K Buy
904
+764
+546% +$78K ﹤0.01% 1909
2025
Q4 		$13.2K Sell
140
-856
-86% -$77.7K ﹤0.01% 2933
2025
Q3 		$88.7K Sell
996
-246
-20% -$20.7K ﹤0.01% 1756
2025
Q2 		$98.5K Sell
1,242
-25,022
-95% -$1.85M ﹤0.01% 1647
2025
Q1 		$1.83M Sell
26,264
-134
-0.5% -$9.1K 0.06% 371
2024
Q4 		$1.72M Buy
26,398
+98
+0.4% +$6.6K 0.06% 365
2024
Q3 		$1.86M Sell
26,300
-18
-0.1% -$1.21K 0.07% 319
2024
Q2 		$1.71M Sell
26,318
-1,262
-5% -$83.3K 0.07% 301
2024
Q1 		$1.82M Buy
27,580
+3,989
+17% +$249K 0.08% 271
2023
Q4 		$1.47M Sell
23,591
-12
-0.1% -$699 0.07% 306
2023
Q3 		$1.37M Buy
23,603
+2,416
+11% +$143K 0.06% 315
2023
Q2 		$1.22M Buy
21,187
+1,383
+7% +$81K 0.05% 374
2023
Q1 		$982K Buy
19,804
+3,715
+23% +$217K 0.04% 395
2022
Q4 		$797K Sell
16,089
-895
-5% -$47.3K 0.02% 708
2022
Q3 		$839K Buy
16,984
+3,118
+22% +$165K 0.02% 703
2022
Q2 		$686K Hold
13,866
– – 0.02% 704
2022
Q1 		$686K Buy
13,866
+13,741
+10,993% +$864K 0.02% 704
2021
Q4 		$8K Hold
125
– – ﹤0.01% 2289
2021
Q3 		$8K Hold
125
– – ﹤0.01% 2360
2021
Q2 		$8K Hold
125
– – ﹤0.01% 2278
2021
Q1 		$8K Buy
125
+50
+67% +$3.02K ﹤0.01% 2206
2020
Q4 		$4K Buy
+75
New +$3.89K ﹤0.01% 2391

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

IFP Advisors's AVDV Position: Q3 2026 in Review

IFP Advisors reduced its Avantis International Small Cap Value ETF (AVDV) stake by 13% in Q3 2026, selling an estimated $15.5K and leaving 928 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

IFP Advisors first reported a position in AVDV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.86M in Q3 2024. 526 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • IFP Advisors held 928 shares of Avantis International Small Cap Value ETF worth $102K as of Q3 2026.
  • IFP Advisors sold 143 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $15.5K.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1960 holding.
  • IFP Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • IFP Advisors's Avantis International Small Cap Value ETF position peaked at $1.86M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.