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AVUV icon

Ironwood Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ironwood Financial’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 		$2.34M Buy
18,908
+720
+4% +$85.9K 0.37% 58
2026
Q1 		$2.01M Buy
18,188
+773
+4% +$85.1K 0.35% 58
2025
Q4 		$1.86M Buy
17,415
+1,357
+8% +$136K 0.32% 63
2025
Q3 		$1.6M Buy
16,058
+4,843
+43% +$468K 0.28% 68
2025
Q2 		$978K Hold
11,215
– – 0.21% 75
2025
Q1 		$978K Buy
11,215
+2,117
+23% +$199K 0.21% 75
2024
Q4 		$878K Buy
9,098
+3,072
+51% +$305K 0.18% 78
2024
Q3 		$578K Buy
6,026
+3,576
+146% +$334K 0.12% 97
2024
Q2 		$220K Buy
+2,450
New +$222K 0.05% 141
2021
Q4 		– Sell
-887
Closed -$67K – 158
2021
Q3 		$67K Buy
887
+374
+73% +$27.7K 0.02% 177
2021
Q2 		$39K Buy
513
+343
+202% +$25.9K 0.01% 205
2021
Q1 		$12K Buy
+170
New +$11.4K ﹤0.01% 321

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

Ironwood Financial's AVUV Position: Q2 2026 in Review

Ironwood Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 4% in Q2 2026, buying an estimated $85.9K and bringing the position to 18,908 shares worth $2.34M. The position accounts for 0.37% of the portfolio, ranked #58.

Ironwood Financial first reported a position in AVUV in Q1 2021 and has held it in 12 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Ironwood Financial held 18,908 shares of Avantis US Small Cap Value ETF worth $2.34M as of Q2 2026.
  • Ironwood Financial bought 720 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $85.9K.
  • Avantis US Small Cap Value ETF made up 0.37% of Ironwood Financial's portfolio in Q2 2026, its #58 holding.
  • Ironwood Financial first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 12 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.