WI
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WJ Interests’s Avantis US Small Cap Value ETF AVUV Stock Holding History

WJ Interests’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 		$19.9M Sell
159,324
-51,423
-24% -$6.13M 7.66% 5
2026
Q1 		$23.3M Buy
210,747
+10,762
+5% +$1.18M 8.94% 5
2025
Q4 		$20.4M Sell
199,985
-12,696
-6% -$1.27M 8.77% 5
2025
Q3 		$21.2M Buy
212,681
+25,631
+14% +$2.48M 8.55% 5
2025
Q2 		$17M Buy
187,050
+3,618
+2% +$312K 7.29% 6
2025
Q1 		$16M Buy
183,432
+3,004
+2% +$282K 7.44% 6
2024
Q4 		$17.4M Sell
180,428
-989
-0.5% -$98.3K 8.4% 5
2024
Q3 		$17.4M Buy
181,417
+64,579
+55% +$6.04M 7.68% 6
2024
Q2 		$10.5M Buy
116,838
+4,687
+4% +$424K 5.22% 8
2024
Q1 		$10.5M Sell
112,151
-1,230
-1% -$109K 5.55% 8
2023
Q4 		$10.2M Buy
113,381
+2,241
+2% +$179K 6.42% 7
2023
Q3 		$8.66M Sell
111,140
-4,741
-4% -$381K 6.03% 7
2023
Q2 		$9.47M Sell
115,881
-3,050
-3% -$224K 6.24% 7
2023
Q1 		$8.8M Buy
+118,931
New +$9.31M 6.09% 7

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

WJ Interests's AVUV Position: Q2 2026 in Review

WJ Interests reduced its Avantis US Small Cap Value ETF (AVUV) stake by 24% in Q2 2026, selling an estimated $6.13M and leaving 159,324 shares worth $19.9M. The position accounts for 7.66% of the portfolio, ranked #5.

WJ Interests first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.3M in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • WJ Interests held 159,324 shares of Avantis US Small Cap Value ETF worth $19.9M as of Q2 2026.
  • WJ Interests sold 51,423 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $6.13M.
  • Avantis US Small Cap Value ETF made up 7.66% of WJ Interests's portfolio in Q2 2026, its #5 holding.
  • WJ Interests first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • WJ Interests's Avantis US Small Cap Value ETF position peaked at $23.3M in Q1 2026.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on WJ Interests's 13F filing for Q2 2026, filed 30 Jul 2026.