IWS
Integrity Wealth Solutions’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Sell |
43,293
-567
| -1% | -$57.2K | 2.13% | 13 |
|
|
2025
Q1 | $4.05M | Buy |
43,860
+1,276
| +3% | +$118K | 2.2% | 13 |
|
|
2024
Q4 | $4.13M | Buy |
42,584
+4,206
| +11% | +$408K | 2.31% | 12 |
|
|
2024
Q3 | $3.65M | Buy |
38,378
+4,653
| +14% | +$443K | 2.13% | 15 |
|
|
2024
Q2 | $3.04M | Buy |
33,725
+2,064
| +7% | +$186K | 1.98% | 16 |
|
|
2024
Q1 | $2.83M | Buy |
31,661
+1,086
| +4% | +$97.2K | 1.85% | 15 |
|
|
2023
Q4 | $2.49M | Buy |
+30,575
| New | +$2.49M | 1.73% | 18 |
|