KW
AVUV icon

KWB Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

KWB Wealth’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 		$1.73M Buy
13,888
+283
+2% +$33.8K 0.15% 72
2026
Q1 		$1.39M Hold
13,605
– – 0.14% 67
2025
Q4 		$1.39M Sell
13,605
-1,260
-8% -$126K 0.13% 67
2025
Q3 		$1.35M Buy
14,865
+395
+3% +$38.2K 0.15% 67
2025
Q2 		$1.26M Sell
14,470
-4,661
-24% -$402K 0.15% 69
2025
Q1 		$1.85M Sell
19,131
-100
-0.5% -$9.4K 0.22% 58
2024
Q4 		$1.85M Sell
19,231
-62
-0.3% -$6.16K 0.23% 46
2024
Q3 		$1.73M Buy
19,293
+1,424
+8% +$133K 0.23% 46
2024
Q2 		$1.67M Sell
17,869
-569
-3% -$51.5K 0.23% 44
2024
Q1 		$1.73M Sell
18,438
-142
-0.8% -$12.6K 0.23% 44
2023
Q4 		$1.67M Buy
18,580
+3,785
+26% +$303K 0.24% 42
2023
Q3 		$1.15M Hold
14,795
– – 0.18% 48
2023
Q2 		$1.15M Buy
14,795
+8,923
+152% +$656K 0.18% 48
2023
Q1 		$438K Hold
5,872
– – 0.08% 77
2022
Q4 		$438K Buy
+5,872
New +$442K 0.08% 70

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

KWB Wealth's AVUV Position: Q2 2026 in Review

KWB Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.1% in Q2 2026, buying an estimated $33.8K and bringing the position to 13,888 shares worth $1.73M. The position accounts for 0.15% of the portfolio, ranked #72.

KWB Wealth first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.85M in Q1 2025. 261 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • KWB Wealth held 13,888 shares of Avantis US Small Cap Value ETF worth $1.73M as of Q2 2026.
  • KWB Wealth bought 283 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $33.8K.
  • Avantis US Small Cap Value ETF made up 0.15% of KWB Wealth's portfolio in Q2 2026, its #72 holding.
  • KWB Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • KWB Wealth's Avantis US Small Cap Value ETF position peaked at $1.85M in Q1 2025.
  • 261 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.