IWS
Insight Wealth Strategies’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 | $11.7M | Buy |
125,602
+5,986
| +5% | +$557K | 1.48% | 19 |
|
|
2025
Q1 | $10.4M | Sell |
119,616
-2,653
| -2% | -$231K | 1.4% | 21 |
|
|
2024
Q4 | $11.8M | Buy |
122,269
+2,291
| +2% | +$221K | 1.58% | 17 |
|
|
2024
Q3 | $11.5M | Buy |
119,978
+1,302
| +1% | +$125K | 1.52% | 19 |
|
|
2024
Q2 | $10.6M | Buy |
118,676
+2,849
| +2% | +$256K | 1.52% | 19 |
|
|
2024
Q1 | $10.9M | Sell |
115,827
-1,039
| -0.9% | -$97.4K | 1.59% | 18 |
|
|
2023
Q4 | $10.5M | Sell |
116,866
-3,758
| -3% | -$337K | 1.69% | 19 |
|
|
2023
Q3 | $9.4M | Buy |
+120,624
| New | +$9.4M | 1.82% | 17 |
|