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IHT Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

IHT Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.4M Buy
35,297
+4,248
+14% +$507K 0.09% 224
2026
Q1 		$3.43M Buy
31,049
+3,321
+12% +$366K 0.08% 245
2025
Q4 		$2.83M Buy
27,728
+1,399
+5% +$140K 0.07% 276
2025
Q3 		$2.62M Sell
26,329
-1,290
-5% -$125K 0.07% 274
2025
Q2 		$2.52M Sell
27,619
-6,414
-19% -$553K 0.07% 267
2025
Q1 		$2.97M Sell
34,033
-3,763
-10% -$354K 0.09% 208
2024
Q4 		$3.65M Buy
37,796
+7,349
+24% +$730K 0.12% 170
2024
Q3 		$2.92M Buy
30,447
+7,794
+34% +$729K 0.08% 243
2024
Q2 		$2.03M Sell
22,653
-8,420
-27% -$763K 0.08% 253
2024
Q1 		$2.91M Sell
31,073
-34,659
-53% -$3.07M 0.12% 179
2023
Q4 		$5.9M Sell
65,732
-28,785
-30% -$2.3M 0.26% 85
2023
Q3 		$7.37M Buy
94,517
+3,848
+4% +$309K 0.37% 50
2023
Q2 		$7.04M Sell
90,669
-10,908
-11% -$802K 0.37% 52
2023
Q1 		$7.52M Sell
101,577
-162,451
-62% -$12.7M 0.43% 44
2022
Q4 		$19.7M Buy
264,028
+207,433
+367% +$15.6M 1.24% 11
2022
Q3 		$3.74M Buy
56,595
+14,528
+35% +$1.06M 0.28% 74
2022
Q2 		$2.88M Sell
42,067
-1,744
-4% -$132K 0.25% 89
2022
Q1 		$3.5M Buy
43,811
+2,177
+5% +$172K 0.27% 82
2021
Q4 		$3.32M Buy
41,634
+2,640
+7% +$210K 0.24% 89
2021
Q3 		$2.95M Buy
38,994
+13,905
+55% +$1.03M 0.24% 91
2021
Q2 		$1.91M Buy
+25,089
New +$1.9M 0.12% 175

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

IHT Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 14% in Q2 2026, buying an estimated $507K and bringing the position to 35,297 shares worth $4.4M. The position accounts for 0.09% of the portfolio, ranked #224.

IHT Wealth Management first reported a position in AVUV in Q2 2021 and has held it in 21 quarters since. The position peaked at $19.7M in Q4 2022. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • IHT Wealth Management held 35,297 shares of Avantis US Small Cap Value ETF worth $4.4M as of Q2 2026.
  • IHT Wealth Management bought 4,248 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $507K.
  • Avantis US Small Cap Value ETF made up 0.09% of IHT Wealth Management's portfolio in Q2 2026, its #224 holding.
  • IHT Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • IHT Wealth Management's Avantis US Small Cap Value ETF position peaked at $19.7M in Q4 2022.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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