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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
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 $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IHT Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 12% in Q1 2026, buying an estimated $366K and bringing the position to 31,049 shares worth $3.43M. The position accounts for 0.08% of the portfolio, ranked #245.

IHT Wealth Management first reported a position in AVUV in Q2 2021 and has held it in 20 quarters since. The position peaked at $19.7M in Q4 2022. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • IHT Wealth Management held 31,049 shares of Avantis US Small Cap Value ETF worth $3.43M as of Q1 2026.
  • IHT Wealth Management bought 3,321 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $366K.
  • Avantis US Small Cap Value ETF made up 0.08% of IHT Wealth Management's portfolio in Q1 2026, its #245 holding.
  • IHT Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • IHT Wealth Management's Avantis US Small Cap Value ETF position peaked at $19.7M in Q4 2022.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

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