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IAN
Integrated Advisors Network’s
Avantis US Small Cap Value ETF
AVUV
Stock Holding History
Integrated Advisors Network’s Portfolio
AVUV Stock Details
AVUV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-9,349
Closed
-$953K
–
694
2025
Q4
$953K
Sell
9,349
-61
-0.6%
-$6.1K
0.04%
355
2025
Q3
$937K
Sell
9,410
-63
-0.7%
-$6.09K
0.04%
374
2025
Q2
$863K
Buy
9,473
+185
+2%
+$15.9K
0.04%
385
2025
Q1
$810K
Hold
9,288
–
–
0.04%
355
2024
Q4
$897K
Buy
9,288
+869
+10%
+$86.3K
0.04%
325
2024
Q3
$808K
Buy
8,419
+6
+0.1%
+$561
0.04%
363
2024
Q2
$755K
Sell
8,413
-653
-7%
-$59.1K
0.04%
349
2024
Q1
$850K
Buy
9,066
+3
+0%
+$265
0.04%
344
2023
Q4
$814K
Hold
9,063
–
–
0.05%
320
2023
Q3
$706K
Hold
9,063
–
–
0.04%
341
2023
Q2
$703K
Sell
9,063
-900
-9%
-$66.2K
0.04%
358
2023
Q1
$738K
Buy
9,963
+3,925
+65%
+$307K
0.04%
341
2022
Q4
$450K
Hold
6,038
–
–
0.03%
440
2022
Q3
$399K
Hold
6,038
–
–
0.03%
441
2022
Q2
$413K
Buy
+6,038
New
+$457K
0.03%
462
Other funds holding AVUV
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
TI
Truepoint Inc
Cincinnati, Ohio
$4.48B AUM
13.76%
1-Year Est. Return
MIAS
Mason Investment Advisory Services
Reston, Virginia
$2.17B AUM
28.39%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
FPAS
Focus Partners Advisor Solutions
Saint Louis, Missouri
$9.92B AUM
21.52%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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