Independence Bank of Kentucky’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Independence Bank of Kentucky’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	$2.14M	Sell	17,134 -737	-4%	-$87.9K	0.24%	88
2026 Q1	$1.97M	Sell	17,871 -2,844	-14%	-$313K	0.25%	84
2025 Q4	$2.11M	Sell	20,715 -1,540	-7%	-$154K	0.26%	79
2025 Q3	$2.22M	Sell	22,255 -1,004	-4%	-$97.1K	0.28%	74
2025 Q2	$2.12M	Sell	23,259 -3,161	-12%	-$272K	0.3%	76
2025 Q1	$2.3M	Sell	26,420 -118	-0.4%	-$11.1K	0.36%	61
2024 Q4	$2.56M	Sell	26,538 -571	-2%	-$56.7K	0.39%	59
2024 Q3	$2.6M	Buy	27,109 +867	+3%	+$81K	0.56%	37
2024 Q2	$2.35M	Buy	26,242 +6,483	+33%	+$587K	0.62%	32
2024 Q1	$1.85M	Buy	19,759 +11,075	+128%	+$980K	0.55%	44
2023 Q4	$780K	Buy	8,684 +3,599	+71%	+$288K	0.27%	96
2023 Q3	$396K	Buy	5,085 +2,040	+67%	+$164K	0.17%	133
2023 Q2	$236K	Buy	+3,045	New	+$224K	0.1%	153

Other funds holding AVUV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Independence Bank of Kentucky's AVUV Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4.1% in Q2 2026, selling an estimated $87.9K and leaving 17,134 shares worth $2.14M. The position accounts for 0.24% of the portfolio, ranked #88.

Independence Bank of Kentucky first reported a position in AVUV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.6M in Q3 2024. 970 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Independence Bank of Kentucky held 17,134 shares of Avantis US Small Cap Value ETF worth $2.14M as of Q2 2026.
Independence Bank of Kentucky sold 737 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $87.9K.
Avantis US Small Cap Value ETF made up 0.24% of Independence Bank of Kentucky's portfolio in Q2 2026, its #88 holding.
Independence Bank of Kentucky first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
Independence Bank of Kentucky's Avantis US Small Cap Value ETF position peaked at $2.6M in Q3 2024.
970 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.