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Independent Advisor Alliance’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Independent Advisor Alliance’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,753
Closed -$981K – 1073
2026
Q1 		$981K Buy
+15,753
New +$990K 0.01% 841
2025
Q1 		– Sell
-17,565
Closed -$955K – 829
2024
Q4 		$955K Buy
+17,565
New +$981K 0.01% 741

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Independent Advisor Alliance sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2026, closing a stake of 15,753 shares — an estimated $981K sold.

Independent Advisor Alliance first reported a position in AVSC in Q4 2024 and held it in 2 quarters. The position peaked at $981K in Q1 2026. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,753 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $981K.
  • Independent Advisor Alliance first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Avantis US Small Cap Equity ETF position peaked at $981K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

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