IWM
IHT Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
27,619
-6,414
| -19% | -$584K | 0.07% | 267 |
|
|
2025
Q1 | $2.97M | Sell |
34,033
-3,763
| -10% | -$328K | 0.09% | 208 |
|
|
2024
Q4 | $3.65M | Buy |
37,796
+7,349
| +24% | +$709K | 0.12% | 170 |
|
|
2024
Q3 | $2.92M | Buy |
30,447
+7,794
| +34% | +$748K | 0.08% | 243 |
|
|
2024
Q2 | $2.03M | Sell |
22,653
-8,420
| -27% | -$755K | 0.08% | 253 |
|
|
2024
Q1 | $2.91M | Sell |
31,073
-34,659
| -53% | -$3.25M | 0.12% | 179 |
|
|
2023
Q4 | $5.9M | Sell |
65,732
-28,785
| -30% | -$2.58M | 0.26% | 85 |
|
|
2023
Q3 | $7.37M | Buy |
94,517
+3,848
| +4% | +$300K | 0.37% | 50 |
|
|
2023
Q2 | $7.04M | Sell |
90,669
-10,908
| -11% | -$847K | 0.37% | 52 |
|
|
2023
Q1 | $7.52M | Sell |
101,577
-162,451
| -62% | -$12M | 0.43% | 44 |
|
|
2022
Q4 | $19.7M | Buy |
264,028
+207,433
| +367% | +$15.5M | 1.24% | 11 |
|
|
2022
Q3 | $3.74M | Buy |
56,595
+14,528
| +35% | +$961K | 0.28% | 74 |
|
|
2022
Q2 | $2.88M | Sell |
42,067
-1,744
| -4% | -$119K | 0.25% | 89 |
|
|
2022
Q1 | $3.5M | Buy |
43,811
+2,177
| +5% | +$174K | 0.27% | 82 |
|
|
2021
Q4 | $3.32M | Buy |
41,634
+2,640
| +7% | +$211K | 0.24% | 89 |
|
|
2021
Q3 | $2.95M | Buy |
38,994
+13,905
| +55% | +$1.05M | 0.24% | 91 |
|
|
2021
Q2 | $1.91M | Buy |
+25,089
| New | +$1.91M | 0.12% | 175 |
|