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Investment Research & Advisory Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Investment Research & Advisory Group’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 		$292K Hold
2,344
– – 0.09% 71
2026
Q1 		$259K Buy
2,344
+1
+0% +$110 0.09% 69
2025
Q4 		$239K Buy
2,343
+9
+0.4% +$900 0.08% 69
2025
Q3 		$232K Buy
2,334
+1
+0% +$97 0.08% 69
2025
Q2 		$213K Hold
2,333
– – 0.08% 70
2025
Q1 		$203K Buy
2,333
+812
+53% +$76.3K 0.09% 71
2024
Q4 		$147K Hold
1,521
– – 0.06% 77
2024
Q3 		$146K Buy
+1,521
New +$142K 0.06% 74

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Investment Research & Advisory Group's AVUV Position: Q2 2026 in Review

Investment Research & Advisory Group held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 2,344 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #71.

Investment Research & Advisory Group first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Investment Research & Advisory Group held 2,344 shares of Avantis US Small Cap Value ETF worth $292K as of Q2 2026.
  • Investment Research & Advisory Group left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.09% of Investment Research & Advisory Group's portfolio in Q2 2026, its #71 holding.
  • Investment Research & Advisory Group first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 569 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.