IWM
IHT Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
150,695
-47,066
| -24% | -$4.75M | 0.42% | 50 |
|
|
2025
Q1 | $18.3M | Sell |
197,761
-31,090
| -14% | -$2.87M | 0.57% | 34 |
|
|
2024
Q4 | $22.2M | Buy |
228,851
+124
| +0.1% | +$12K | 0.72% | 25 |
|
|
2024
Q3 | $21.8M | Buy |
228,727
+19,258
| +9% | +$1.83M | 0.62% | 24 |
|
|
2024
Q2 | $18.9M | Buy |
209,469
+18,304
| +10% | +$1.65M | 0.7% | 22 |
|
|
2024
Q1 | $17.1M | Buy |
191,165
+138,503
| +263% | +$12.4M | 0.69% | 22 |
|
|
2023
Q4 | $4.29M | Buy |
52,662
+7,104
| +16% | +$579K | 0.19% | 112 |
|
|
2023
Q3 | $3.34M | Buy |
45,558
+37,181
| +444% | +$2.72M | 0.17% | 123 |
|
|
2023
Q2 | $630K | Buy |
8,377
+308
| +4% | +$23.2K | 0.03% | 472 |
|
|
2023
Q1 | $572K | Buy |
8,069
+76
| +1% | +$5.39K | 0.03% | 460 |
|
|
2022
Q4 | $544K | Sell |
7,993
-544
| -6% | -$37K | 0.03% | 468 |
|
|
2022
Q3 | $532K | Buy |
8,537
+564
| +7% | +$35.1K | 0.04% | 439 |
|
|
2022
Q2 | $519K | Sell |
7,973
-7,792
| -49% | -$507K | 0.05% | 382 |
|
|
2022
Q1 | $1.22M | Sell |
15,765
-734
| -4% | -$56.6K | 0.09% | 225 |
|
|
2021
Q4 | $1.32M | Buy |
16,499
+3,993
| +32% | +$320K | 0.1% | 206 |
|
|
2021
Q3 | $922K | Buy |
12,506
+146
| +1% | +$10.8K | 0.08% | 264 |
|
|
2021
Q2 | $917K | Buy |
+12,360
| New | +$917K | 0.06% | 342 |
|