IWM
AVDV icon

IMG Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

IMG Wealth Management’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56M Buy
+15,594
New +$1.59M 0.99% 21

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

IMG Wealth Management's AVDV Position: Q1 2026 in Review

IMG Wealth Management opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q1 2026: 15,594 shares worth $1.56M. The stake represents 0.99% of the portfolio and ranks #21 among its holdings.

655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • IMG Wealth Management held 15,594 shares of Avantis International Small Cap Value ETF worth $1.56M as of Q1 2026.
  • Avantis International Small Cap Value ETF was a new IMG Wealth Management position in Q1 2026.
  • Avantis International Small Cap Value ETF made up 0.99% of IMG Wealth Management's portfolio in Q1 2026, its #21 holding.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

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