IHWM
AVSC icon

Iron Horse Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Iron Horse Wealth Management’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$825 Hold
16
– – ﹤0.01% 528
2025
Q1 		$774 Buy
+16
New +$845 ﹤0.01% 532

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Iron Horse Wealth Management's AVSC Position: Q2 2025 in Review

Iron Horse Wealth Management held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q2 2025 at 16 shares worth $825. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Iron Horse Wealth Management first reported a position in AVSC in Q1 2025 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold AVSC as of Q2 2025.

  • Iron Horse Wealth Management held 16 shares of Avantis US Small Cap Equity ETF worth $825 as of Q2 2025.
  • Iron Horse Wealth Management left its Avantis US Small Cap Equity ETF share count unchanged in Q2 2025.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #528 holding.
  • Iron Horse Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q1 2025 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.