IAA
AVLV icon

Independent Advisor Alliance’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Independent Advisor Alliance’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-102,803
Closed -$8.29M – 1072
2026
Q1 		$8.29M Buy
+102,803
New +$8.34M 0.09% 205
2025
Q1 		– Sell
-166,755
Closed -$11.1M – 828
2024
Q4 		$11.1M Buy
+166,755
New +$11.3M 0.15% 155

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Independent Advisor Alliance sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2026, closing a stake of 102,803 shares — an estimated $8.29M sold.

Independent Advisor Alliance first reported a position in AVLV in Q4 2024 and held it in 2 quarters. The position peaked at $11.1M in Q4 2024. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Avantis US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 102,803 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $8.29M.
  • Independent Advisor Alliance first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Avantis US Large Cap Value ETF position peaked at $11.1M in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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