IWS
Integrity Wealth Solutions’s Avantis Moderate Allocation ETF AVMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
8,542
+1,147
| +16% | +$70.5K | 0.26% | 73 |
|
|
2025
Q1 | $429K | Buy |
7,395
+765
| +12% | +$44.4K | 0.23% | 74 |
|
|
2024
Q4 | $385K | Buy |
6,630
+3
| +0% | +$174 | 0.22% | 71 |
|
|
2024
Q3 | $396K | Buy |
6,627
+794
| +14% | +$47.5K | 0.23% | 66 |
|
|
2024
Q2 | $329K | Buy |
5,833
+613
| +12% | +$34.6K | 0.21% | 72 |
|
|
2024
Q1 | $297K | Buy |
5,220
+1,461
| +39% | +$83.1K | 0.19% | 79 |
|
|
2023
Q4 | $203K | Buy |
+3,759
| New | +$203K | 0.14% | 97 |
|