IWS
Integrity Wealth Solutions’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 | $6.87M | Buy |
75,412
+5,393
| +8% | +$491K | 3.35% | 4 |
|
|
2025
Q1 | $6.1M | Buy |
70,019
+1,507
| +2% | +$131K | 3.31% | 6 |
|
|
2024
Q4 | $6.61M | Buy |
68,512
+41
| +0.1% | +$3.96K | 3.7% | 4 |
|
|
2024
Q3 | $6.57M | Buy |
68,471
+3,006
| +5% | +$288K | 3.83% | 4 |
|
|
2024
Q2 | $5.87M | Buy |
65,465
+2,616
| +4% | +$235K | 3.82% | 4 |
|
|
2024
Q1 | $5.89M | Sell |
62,849
-253
| -0.4% | -$23.7K | 3.85% | 4 |
|
|
2023
Q4 | $5.67M | Buy |
+63,102
| New | +$5.67M | 3.92% | 4 |
|