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Legacy Wealth Management (Idaho)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-18
Closed -$1.99K – 254
2026
Q1 		$1.99K Buy
+18
New +$1.98K ﹤0.01% 779
2025
Q4 		– Sell
-95
Closed -$9.46K – 932
2025
Q3 		$9.46K Sell
95
-73
-43% -$7.06K ﹤0.01% 353
2025
Q2 		$15.3K Buy
168
+97
+137% +$8.36K 0.01% 271
2025
Q1 		$6.19K Hold
71
– – ﹤0.01% 399
2024
Q4 		$6.9K Hold
71
– – ﹤0.01% 343
2024
Q3 		$7.28K Buy
+71
New +$6.64K ﹤0.01% 356

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

Legacy Wealth Management (Idaho)'s AVUV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 18 shares — an estimated $1.99K sold.

Legacy Wealth Management (Idaho) first reported a position in AVUV in Q3 2024 and held it in 6 quarters. The position peaked at $15.3K in Q2 2025. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 18 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.99K.
  • Legacy Wealth Management (Idaho) first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Avantis US Small Cap Value ETF position peaked at $15.3K in Q2 2025.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.