IWM
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IHT Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-2,186
Closed -$218K – 1245
2026
Q1 		$218K Sell
2,186
-37,562
-95% -$3.83M 0.01% 1154
2025
Q4 		$3.74M Buy
39,748
+173
+0.4% +$15.7K 0.09% 220
2025
Q3 		$3.52M Buy
+39,575
New +$3.33M 0.09% 221

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

IHT Wealth Management's AVDV Position: Q2 2026 in Review

IHT Wealth Management sold out of Avantis International Small Cap Value ETF (AVDV) in Q2 2026, closing a stake of 2,186 shares — an estimated $218K sold.

IHT Wealth Management first reported a position in AVDV in Q3 2025 and held it in 3 quarters. The position peaked at $3.74M in Q4 2025. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • IHT Wealth Management reported no remaining Avantis International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 2,186 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $218K.
  • IHT Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and held it in 3 quarters.
  • IHT Wealth Management's Avantis International Small Cap Value ETF position peaked at $3.74M in Q4 2025.
  • 708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.