IWP
Insight Wealth Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
21,331
+466
| +2% | +$36.9K | 0.66% | 28 |
|
|
2025
Q1 | $1.46M | Sell |
20,865
-247
| -1% | -$17.2K | 0.24% | 29 |
|
|
2024
Q4 | $1.37M | Buy |
21,112
+1
| +0% | +$65 | 0.19% | 31 |
|
|
2024
Q3 | $1.49M | Buy |
21,111
+215
| +1% | +$15.2K | 0.29% | 30 |
|
|
2024
Q2 | $1.36M | Buy |
20,896
+1,372
| +7% | +$89.1K | 0.23% | 26 |
|
|
2024
Q1 | $1.29M | Buy |
19,524
+3,673
| +23% | +$242K | 0.22% | 27 |
|
|
2023
Q4 | $991K | Buy |
15,851
+7,078
| +81% | +$442K | 0.17% | 29 |
|
|
2023
Q3 | $508K | Buy |
8,773
+3,432
| +64% | +$199K | 0.1% | 46 |
|
|
2023
Q2 | $307K | Buy |
+5,341
| New | +$307K | 0.07% | 57 |
|