IMA Advisory Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

IMA Advisory Services’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	$4.13M	Buy	37,408 +1,300	+4%	+$143K	0.4%	53
2025 Q4	$3.68M	Buy	36,108 +1,633	+5%	+$163K	0.35%	61
2025 Q3	$3.43M	Sell	34,475 -99	-0.3%	-$9.58K	0.35%	61
2025 Q2	$3.15M	Buy	34,574 +487	+1%	+$42K	0.34%	58
2025 Q1	$2.97M	Sell	34,087 -387	-1%	-$36.4K	0.35%	52
2024 Q4	$3.33M	Sell	34,474 -848	-2%	-$84.2K	0.4%	53
2024 Q3	$3.39M	Buy	35,322 +3,937	+13%	+$368K	0.74%	39
2024 Q2	$2.82M	Sell	31,385 -34	-0.1%	-$3.08K	1.24%	26
2024 Q1	$2.94M	Buy	31,419 +1,731	+6%	+$153K	1.39%	24
2023 Q4	$2.67M	Sell	29,688 -15	-0.1%	-$1.2K	1.33%	26
2023 Q3	$2.32M	Buy	+29,703	New	+$2.39M	0.6%	56

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IMA Advisory Services's AVUV Position: Q1 2026 in Review

IMA Advisory Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.6% in Q1 2026, buying an estimated $143K and bringing the position to 37,408 shares worth $4.13M. The position accounts for 0.4% of the portfolio, ranked #53.

IMA Advisory Services first reported a position in AVUV in Q3 2023 and has held it in 11 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

IMA Advisory Services held 37,408 shares of Avantis US Small Cap Value ETF worth $4.13M as of Q1 2026.
IMA Advisory Services bought 1,300 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $143K.
Avantis US Small Cap Value ETF made up 0.4% of IMA Advisory Services's portfolio in Q1 2026, its #53 holding.
IMA Advisory Services first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.