IWP
AVIV icon

Insight Wealth Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Insight Wealth Partners’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
19,843
+3,283
+20% +$257K 0.21% 48
2026
Q1 		$1.24M Buy
16,560
+2,056
+14% +$156K 0.17% 45
2025
Q4 		$1.03M Buy
14,504
+88
+0.6% +$6.08K 0.14% 50
2025
Q3 		$972K Buy
14,416
+2,703
+23% +$175K 0.3% 47
2025
Q2 		$729K Buy
11,713
+910
+8% +$53.9K 0.28% 56
2025
Q1 		$612K Sell
10,803
-264
-2% -$14.6K 0.1% 63
2024
Q4 		$574K Sell
11,067
-200
-2% -$10.8K 0.08% 63
2024
Q3 		$633K Sell
11,267
-326
-3% -$17.5K 0.12% 62
2024
Q2 		$608K Buy
11,593
+789
+7% +$42.5K 0.11% 57
2024
Q1 		$584K Buy
10,804
+2,176
+25% +$112K 0.1% 54
2023
Q4 		$444K Buy
8,628
+855
+11% +$41.6K 0.08% 55
2023
Q3 		$374K Buy
7,773
+2,173
+39% +$107K 0.07% 55
2023
Q2 		$272K Buy
+5,600
New +$272K 0.06% 63

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Insight Wealth Partners's AVIV Position: Q2 2026 in Review

Insight Wealth Partners increased its Avantis International Large Cap Value ETF (AVIV) stake by 20% in Q2 2026, buying an estimated $257K and bringing the position to 19,843 shares worth $1.54M. The position accounts for 0.21% of the portfolio, ranked #48.

Insight Wealth Partners first reported a position in AVIV in Q2 2023 and has held it in 13 quarters since. 191 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Insight Wealth Partners held 19,843 shares of Avantis International Large Cap Value ETF worth $1.54M as of Q2 2026.
  • Insight Wealth Partners bought 3,283 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $257K.
  • Avantis International Large Cap Value ETF made up 0.21% of Insight Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Insight Wealth Partners first reported a position in Avantis International Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 191 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.