IWP
Insight Wealth Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
11,713
+910
| +8% | +$56.6K | 0.28% | 55 |
|
|
2025
Q1 | $612K | Sell |
10,803
-264
| -2% | -$15K | 0.1% | 60 |
|
|
2024
Q4 | $574K | Sell |
11,067
-200
| -2% | -$10.4K | 0.08% | 59 |
|
|
2024
Q3 | $633K | Sell |
11,267
-326
| -3% | -$18.3K | 0.12% | 58 |
|
|
2024
Q2 | $608K | Buy |
11,593
+789
| +7% | +$41.4K | 0.11% | 53 |
|
|
2024
Q1 | $584K | Buy |
10,804
+2,176
| +25% | +$118K | 0.1% | 50 |
|
|
2023
Q4 | $444K | Buy |
8,628
+855
| +11% | +$44K | 0.08% | 51 |
|
|
2023
Q3 | $374K | Buy |
7,773
+2,173
| +39% | +$105K | 0.07% | 51 |
|
|
2023
Q2 | $272K | Buy |
+5,600
| New | +$272K | 0.06% | 60 |
|