IWM
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IHT Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

IHT Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.86M Sell
76,979
-1,621
-2% -$200K 0.21% 92
2026
Q1 		$8.74M Sell
78,600
-3,434
-4% -$393K 0.2% 98
2025
Q4 		$9.17M Sell
82,034
-8,986
-10% -$990K 0.22% 93
2025
Q3 		$9.89M Sell
91,020
-59,675
-40% -$6.26M 0.25% 88
2025
Q2 		$15.2M Sell
150,695
-47,066
-24% -$4.41M 0.42% 50
2025
Q1 		$18.3M Sell
197,761
-31,090
-14% -$3.03M 0.57% 34
2024
Q4 		$22.2M Buy
228,851
+124
+0.1% +$12.2K 0.72% 25
2024
Q3 		$21.8M Buy
228,727
+19,258
+9% +$1.77M 0.62% 24
2024
Q2 		$18.9M Buy
209,469
+18,304
+10% +$1.62M 0.7% 22
2024
Q1 		$17.1M Buy
191,165
+138,503
+263% +$11.7M 0.69% 22
2023
Q4 		$4.29M Buy
52,662
+7,104
+16% +$538K 0.19% 112
2023
Q3 		$3.34M Buy
45,558
+37,181
+444% +$2.82M 0.17% 123
2023
Q2 		$630K Buy
8,377
+308
+4% +$22K 0.03% 472
2023
Q1 		$572K Buy
8,069
+76
+1% +$5.38K 0.03% 460
2022
Q4 		$544K Sell
7,993
-544
-6% -$37.2K 0.03% 468
2022
Q3 		$532K Buy
8,537
+564
+7% +$38.7K 0.04% 439
2022
Q2 		$519K Sell
7,973
-7,792
-49% -$553K 0.05% 382
2022
Q1 		$1.22M Sell
15,765
-734
-4% -$55.9K 0.09% 225
2021
Q4 		$1.32M Buy
16,499
+3,993
+32% +$313K 0.1% 206
2021
Q3 		$922K Buy
12,506
+146
+1% +$11K 0.08% 264
2021
Q2 		$917K Buy
+12,360
New +$900K 0.06% 342

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

IHT Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 2.1% in Q2 2026, selling an estimated $200K and leaving 76,979 shares worth $9.86M. The position accounts for 0.21% of the portfolio, ranked #92.

IHT Wealth Management first reported a position in AVUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $22.2M in Q4 2024. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • IHT Wealth Management held 76,979 shares of Avantis US Equity ETF worth $9.86M as of Q2 2026.
  • IHT Wealth Management sold 1,621 Avantis US Equity ETF shares in Q2 2026, an estimated $200K.
  • Avantis US Equity ETF made up 0.21% of IHT Wealth Management's portfolio in Q2 2026, its #92 holding.
  • IHT Wealth Management first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • IHT Wealth Management's Avantis US Equity ETF position peaked at $22.2M in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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