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IHT Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

IHT Wealth Management’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,437
Closed -$894K – 1091
2024
Q4 		$894K Sell
16,437
-979
-6% -$54.7K 0.03% 491
2024
Q3 		$941K Sell
17,416
-105
-0.6% -$5.54K 0.03% 518
2024
Q2 		$874K Buy
17,521
+228
+1% +$11.5K 0.03% 468
2024
Q1 		$905K Buy
17,293
+609
+4% +$30.5K 0.04% 457
2023
Q4 		$852K Buy
+16,684
New +$756K 0.04% 428

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

IHT Wealth Management's AVSC Position: Q1 2025 in Review

IHT Wealth Management sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2025, closing a stake of 16,437 shares — an estimated $894K sold.

IHT Wealth Management first reported a position in AVSC in Q4 2023 and held it in 5 quarters. The position peaked at $941K in Q3 2024. 134 funds tracked by Wall St. Rank hold AVSC as of Q1 2025.

  • IHT Wealth Management reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 16,437 Avantis US Small Cap Equity ETF shares in Q1 2025, an estimated $894K.
  • IHT Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and held it in 5 quarters.
  • IHT Wealth Management's Avantis US Small Cap Equity ETF position peaked at $941K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.