IAA
AVUV icon

Independent Advisor Alliance’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Independent Advisor Alliance’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 		$6.53M Sell
52,364
-342,976
-87% -$40.9M 0.15% 96
2026
Q1 		$43.7M Buy
395,340
+349,639
+765% +$38.5M 0.47% 41
2025
Q4 		$4.66M Sell
45,701
-175
-0.4% -$17.5K 0.11% 143
2025
Q3 		$4.57M Buy
45,876
+11,233
+32% +$1.09M 0.12% 147
2025
Q2 		$3.16M Buy
34,643
+8,745
+34% +$754K 0.09% 198
2025
Q1 		$2.26M Sell
25,898
-48,466
-65% -$4.55M 0.07% 235
2024
Q4 		$7.18M Buy
74,364
+52,552
+241% +$5.22M 0.1% 205
2024
Q3 		$2.09M Buy
21,812
+2,642
+14% +$247K 0.08% 215
2024
Q2 		$1.72M Buy
19,170
+3,096
+19% +$280K 0.06% 242
2024
Q1 		$1.51M Buy
+16,074
New +$1.42M 0.05% 261

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Independent Advisor Alliance reduced its Avantis US Small Cap Value ETF (AVUV) stake by 87% in Q2 2026, selling an estimated $40.9M and leaving 52,364 shares worth $6.53M. The position accounts for 0.15% of the portfolio, ranked #96.

Independent Advisor Alliance first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. The position peaked at $43.7M in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Independent Advisor Alliance held 52,364 shares of Avantis US Small Cap Value ETF worth $6.53M as of Q2 2026.
  • Independent Advisor Alliance sold 342,976 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $40.9M.
  • Avantis US Small Cap Value ETF made up 0.15% of Independent Advisor Alliance's portfolio in Q2 2026, its #96 holding.
  • Independent Advisor Alliance first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Independent Advisor Alliance's Avantis US Small Cap Value ETF position peaked at $43.7M in Q1 2026.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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