MHB
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Midwest Heritage Bank’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Midwest Heritage Bank’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73M Buy
40,854
+468
+1% +$41.1K 1.06% 18
2026
Q1 		$3.26M Buy
40,386
+2,410
+6% +$195K 1.04% 18
2025
Q4 		$2.88M Sell
37,976
-160
-0.4% -$11.8K 0.99% 18
2025
Q3 		$2.76M Buy
38,136
+280
+0.7% +$19.8K 0.98% 18
2025
Q2 		$2.58M Buy
37,856
+3,749
+11% +$241K 0.97% 18
2025
Q1 		$2.22M Buy
34,107
+17,020
+100% +$1.15M 0.92% 18
2024
Q4 		$1.14M Buy
17,087
+13,502
+377% +$919K 0.53% 25
2024
Q3 		$236K Buy
+3,585
New +$228K 0.11% 51

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Midwest Heritage Bank's AVLV Position: Q2 2026 in Review

Midwest Heritage Bank increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.2% in Q2 2026, buying an estimated $41.1K and bringing the position to 40,854 shares worth $3.73M. The position accounts for 1.06% of the portfolio, ranked #18.

Midwest Heritage Bank first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Midwest Heritage Bank held 40,854 shares of Avantis US Large Cap Value ETF worth $3.73M as of Q2 2026.
  • Midwest Heritage Bank bought 468 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $41.1K.
  • Avantis US Large Cap Value ETF made up 1.06% of Midwest Heritage Bank's portfolio in Q2 2026, its #18 holding.
  • Midwest Heritage Bank first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.