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
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 $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

Insight Wealth Partners increased its Avantis International Large Cap Value ETF (AVIV) stake by 14% in Q1 2026, buying an estimated $156K and bringing the position to 16,560 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #45.

Insight Wealth Partners first reported a position in AVIV in Q2 2023 and has held it in 12 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Insight Wealth Partners held 16,560 shares of Avantis International Large Cap Value ETF worth $1.24M as of Q1 2026.
  • Insight Wealth Partners bought 2,056 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $156K.
  • Avantis International Large Cap Value ETF made up 0.17% of Insight Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Insight Wealth Partners first reported a position in Avantis International Large Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

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