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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
Q2 		$1.38M Sell
13,374
-1,515
-10% -$161K 0.03% 372
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 $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Independent Advisor Alliance's AVDV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Avantis International Small Cap Value ETF (AVDV) stake by 10% in Q2 2026, selling an estimated $161K and leaving 13,374 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #372.

Independent Advisor Alliance first reported a position in AVDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q1 2026. 715 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Independent Advisor Alliance held 13,374 shares of Avantis International Small Cap Value ETF worth $1.38M as of Q2 2026.
  • Independent Advisor Alliance sold 1,515 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $161K.
  • Avantis International Small Cap Value ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #372 holding.
  • Independent Advisor Alliance first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Independent Advisor Alliance's Avantis International Small Cap Value ETF position peaked at $1.49M in Q1 2026.
  • 715 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.