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Intelligence Driven Advisers’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Intelligence Driven Advisers’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
Q2 		$12.6M Sell
100,750
-684
-0.7% -$81.6K 2.04% 12
2026
Q1 		$11.2M Sell
101,434
-33,952
-25% -$3.74M 1.95% 13
2025
Q4 		$13.8M Sell
135,386
-131,475
-49% -$13.2M 1.97% 14
2025
Q3 		$26.6M Buy
266,861
+5,412
+2% +$524K 3.68% 8
2025
Q2 		$23.8M Buy
261,449
+32,751
+14% +$2.82M 3.59% 10
2025
Q1 		$19.9M Buy
228,698
+343
+0.2% +$32.2K 3.84% 9
2024
Q4 		$22M Sell
228,355
-88,537
-28% -$8.8M 4.15% 9
2024
Q3 		$30.4M Sell
316,892
-8,765
-3% -$819K 4.35% 8
2024
Q2 		$29.2M Buy
325,657
+10,713
+3% +$970K 4.14% 8
2024
Q1 		$29.5M Sell
314,944
-143,079
-31% -$12.7M 4.36% 8
2023
Q4 		$39.9M Buy
458,023
+254,676
+125% +$20.4M 6.45% 7
2023
Q3 		$15.3M Buy
203,347
+17,223
+9% +$1.38M 2.71% 11
2023
Q2 		$14.1M Buy
186,124
+24,180
+15% +$1.78M 2.48% 12
2023
Q1 		$11.7M Sell
161,944
-15,049
-9% -$1.18M 2.11% 15
2022
Q4 		$13.5M Buy
+176,993
New +$13.3M 2.48% 13

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Intelligence Driven Advisers's AVUV Position: Q2 2026 in Review

Intelligence Driven Advisers reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.67% in Q2 2026, selling an estimated $81.6K and leaving 100,750 shares worth $12.6M. The position accounts for 2.04% of the portfolio, ranked #12.

Intelligence Driven Advisers first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.9M in Q4 2023. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Intelligence Driven Advisers held 100,750 shares of Avantis US Small Cap Value ETF worth $12.6M as of Q2 2026.
  • Intelligence Driven Advisers sold 684 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $81.6K.
  • Avantis US Small Cap Value ETF made up 2.04% of Intelligence Driven Advisers's portfolio in Q2 2026, its #12 holding.
  • Intelligence Driven Advisers first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Intelligence Driven Advisers's Avantis US Small Cap Value ETF position peaked at $39.9M in Q4 2023.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.