Innovative Wealth Building’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-1,664
Closed -$208K – 88
2026
Q2
$208K Buy
+1,664
New +$198K 0.12% 80

Other funds holding AVUV

Innovative Wealth Building's AVUV Position: Q3 2026 in Review

Innovative Wealth Building sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2026, closing a stake of 1,664 shares — an estimated $208K sold.

Innovative Wealth Building first reported a position in AVUV in Q2 2026 and held it in 1 quarter. The position peaked at $208K in Q2 2026. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Innovative Wealth Building reported no remaining Avantis US Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Innovative Wealth Building sold 1,664 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $208K.
  • Innovative Wealth Building first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • Innovative Wealth Building's Avantis US Small Cap Value ETF position peaked at $208K in Q2 2026.
  • 1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.