IWP
Insight Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
17,202
+581
| +3% | +$52.9K | 0.61% | 30 |
|
|
2025
Q1 | $1.45M | Sell |
16,621
-71
| -0.4% | -$6.19K | 0.24% | 30 |
|
|
2024
Q4 | $1.61M | Sell |
16,692
-36
| -0.2% | -$3.48K | 0.22% | 27 |
|
|
2024
Q3 | $1.61M | Sell |
16,728
-122
| -0.7% | -$11.7K | 0.32% | 29 |
|
|
2024
Q2 | $1.51M | Buy |
16,850
+1,253
| +8% | +$112K | 0.26% | 25 |
|
|
2024
Q1 | $1.46M | Buy |
15,597
+2,796
| +22% | +$262K | 0.25% | 25 |
|
|
2023
Q4 | $1.15M | Buy |
12,801
+4,008
| +46% | +$360K | 0.2% | 27 |
|
|
2023
Q3 | $685K | Buy |
8,793
+2,160
| +33% | +$168K | 0.13% | 40 |
|
|
2023
Q2 | $515K | Buy |
6,633
+3,438
| +108% | +$267K | 0.12% | 48 |
|
|
2023
Q1 | $237K | Buy |
3,195
+145
| +5% | +$10.7K | 0.05% | 54 |
|
|
2022
Q4 | $227K | Buy |
+3,050
| New | +$227K | 0.17% | 51 |
|