IAA
AVDV icon

Independent Advisor Alliance’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Independent Advisor Alliance’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 		$1.49M Buy
14,889
+2,608
+21% +$266K 0.02% 653
2025
Q4 		$1.15M Sell
12,281
-778
-6% -$70.6K 0.03% 428
2025
Q3 		$1.16M Buy
13,059
+303
+2% +$25.5K 0.03% 417
2025
Q2 		$1.01M Buy
12,756
+2,249
+21% +$166K 0.03% 420
2025
Q1 		$733K Buy
10,507
+832
+9% +$56.5K 0.02% 431
2024
Q4 		$630K Buy
9,675
+656
+7% +$44.2K 0.01% 878
2024
Q3 		$637K Buy
9,019
+734
+9% +$49.4K 0.02% 408
2024
Q2 		$538K Buy
8,285
+326
+4% +$21.5K 0.02% 446
2024
Q1 		$524K Buy
+7,959
New +$496K 0.02% 446

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

Independent Advisor Alliance's AVDV Position: Q1 2026 in Review

Independent Advisor Alliance increased its Avantis International Small Cap Value ETF (AVDV) stake by 21% in Q1 2026, buying an estimated $266K and bringing the position to 14,889 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #653.

Independent Advisor Alliance first reported a position in AVDV in Q1 2024 and has held it in 9 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Independent Advisor Alliance held 14,889 shares of Avantis International Small Cap Value ETF worth $1.49M as of Q1 2026.
  • Independent Advisor Alliance bought 2,608 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $266K.
  • Avantis International Small Cap Value ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #653 holding.
  • Independent Advisor Alliance first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.