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
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 $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

IHT Wealth Management's AVUS Position: Q1 2026 in Review

IHT Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 4.2% in Q1 2026, selling an estimated $393K and leaving 78,600 shares worth $8.74M. The position accounts for 0.2% of the portfolio, ranked #98.

IHT Wealth Management first reported a position in AVUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $22.2M in Q4 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • IHT Wealth Management held 78,600 shares of Avantis US Equity ETF worth $8.74M as of Q1 2026.
  • IHT Wealth Management sold 3,434 Avantis US Equity ETF shares in Q1 2026, an estimated $393K.
  • Avantis US Equity ETF made up 0.2% of IHT Wealth Management's portfolio in Q1 2026, its #98 holding.
  • IHT Wealth Management first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • IHT Wealth Management's Avantis US Equity ETF position peaked at $22.2M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.