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IFP Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

IFP Advisors’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 		$1.24M Buy
9,932
+3,175
+47% +$379K 0.02% 650
2026
Q1 		$746K Sell
6,757
-1,834
-21% -$202K 0.02% 804
2025
Q4 		$876K Buy
8,591
+613
+8% +$61.3K 0.02% 709
2025
Q3 		$794K Buy
7,978
+147
+2% +$14.2K 0.02% 693
2025
Q2 		$713K Sell
7,831
-38,150
-83% -$3.29M 0.02% 702
2025
Q1 		$4.01M Sell
45,981
-1,858
-4% -$175K 0.12% 181
2024
Q4 		$4.62M Buy
47,839
+3,497
+8% +$347K 0.15% 142
2024
Q3 		$4.25M Sell
44,342
-11,317
-20% -$1.06M 0.15% 141
2024
Q2 		$4.99M Buy
55,659
+3,834
+7% +$347K 0.2% 112
2024
Q1 		$4.86M Buy
51,825
+11,107
+27% +$983K 0.21% 103
2023
Q4 		$3.66M Buy
40,718
+3,684
+10% +$295K 0.17% 119
2023
Q3 		$2.89M Buy
37,034
+4,785
+15% +$384K 0.13% 159
2023
Q2 		$2.5M Sell
32,249
-9,597
-23% -$706K 0.1% 208
2023
Q1 		$2.1M Buy
41,846
+4,719
+13% +$370K 0.09% 220
2022
Q4 		$1.87M Buy
37,127
+966
+3% +$72.7K 0.05% 394
2022
Q3 		$1.81M Buy
36,161
+1,592
+5% +$116K 0.05% 432
2022
Q2 		$1.73M Hold
34,569
– – 0.06% 391
2022
Q1 		$1.73M Buy
34,569
+7,564
+28% +$599K 0.06% 391
2021
Q4 		$2.15M Buy
27,005
+2,084
+8% +$166K 0.04% 250
2021
Q3 		$1.88M Buy
+24,921
New +$1.85M 0.04% 276

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

IFP Advisors's AVUV Position: Q2 2026 in Review

IFP Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 47% in Q2 2026, buying an estimated $379K and bringing the position to 9,932 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #650.

IFP Advisors first reported a position in AVUV in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.99M in Q2 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • IFP Advisors held 9,932 shares of Avantis US Small Cap Value ETF worth $1.24M as of Q2 2026.
  • IFP Advisors bought 3,175 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $379K.
  • Avantis US Small Cap Value ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #650 holding.
  • IFP Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • IFP Advisors's Avantis US Small Cap Value ETF position peaked at $4.99M in Q2 2024.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.