Ownership history in IAM Advisory, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in AVANTIS U.S. SMALL CAP VALUE ETF (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 76,843 | +287 | +0.4% | 1.74% | $7.8M | $101.72 |
| 2025 Q3 | ADDED | 76,556 | +688 | +0.9% | 1.71% | $7.6M | $98.91 |
| 2025 Q2 | ADDED | 75,868 | +1,164 | +1.6% | 1.66% | $6.9M | $90.12 |
| 2025 Q1 | REDUCED | 74,704 | -1,496 | -2.0% | 1.69% | $6.5M | $85.82 |
| 2024 Q4 | REDUCED | 76,200 | -459 | -0.6% | 1.86% | $7.4M | $94.68 |
| 2024 Q3 | ADDED | 76,659 | +276 | +0.4% | 1.86% | $7.4M | $93.71 |
| 2024 Q2 | ADDED | 76,383 | +4,300 | +6.0% | 1.86% | $6.9M | $87.27 |
| 2024 Q1 | REDUCED | 72,083 | -2,515 | -3.4% | 1.85% | $6.8M | $90.71 |
| 2023 Q4 | ADDED | 74,598 | +944 | +1.3% | 2.10% | $6.7M | $86.63 |
| 2023 Q3 | REDUCED | 73,654 | -774 | -1.0% | 2.01% | $5.7M | $74.83 |
As of 2025 Q4 — sorted by position size