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Insight Wealth Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Insight Wealth Partners’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22M Buy
22,271
+218
+1% +$22.2K 0.31% 31
2025
Q4 		$2.07M Buy
22,053
+36
+0.2% +$3.27K 0.28% 31
2025
Q3 		$1.96M Buy
22,017
+686
+3% +$57.7K 0.6% 30
2025
Q2 		$1.69M Buy
21,331
+466
+2% +$34.5K 0.66% 29
2025
Q1 		$1.46M Sell
20,865
-247
-1% -$16.8K 0.24% 32
2024
Q4 		$1.37M Buy
21,112
+1
+0% +$67 0.19% 35
2024
Q3 		$1.49M Buy
21,111
+215
+1% +$14.5K 0.29% 34
2024
Q2 		$1.36M Buy
20,896
+1,372
+7% +$90.6K 0.23% 30
2024
Q1 		$1.29M Buy
19,524
+3,673
+23% +$229K 0.22% 31
2023
Q4 		$991K Buy
15,851
+7,078
+81% +$412K 0.17% 33
2023
Q3 		$508K Buy
8,773
+3,432
+64% +$202K 0.1% 50
2023
Q2 		$307K Buy
+5,341
New +$313K 0.07% 60

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Insight Wealth Partners's AVDV Position: Q1 2026 in Review

Insight Wealth Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.99% in Q1 2026, buying an estimated $22.2K and bringing the position to 22,271 shares worth $2.22M. The position accounts for 0.31% of the portfolio, ranked #31.

Insight Wealth Partners first reported a position in AVDV in Q2 2023 and has held it in 12 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Insight Wealth Partners held 22,271 shares of Avantis International Small Cap Value ETF worth $2.22M as of Q1 2026.
  • Insight Wealth Partners bought 218 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $22.2K.
  • Avantis International Small Cap Value ETF made up 0.31% of Insight Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • Insight Wealth Partners first reported a position in Avantis International Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.