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Canvas Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Canvas Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Sell
84,031
-7,245
-8% -$994K 1.74% 17
2026
Q1 		$11.3M Sell
91,276
-2,117
-2% -$269K 1.93% 15
2025
Q4 		$11.2M Buy
93,393
+1,163
+1% +$139K 1.91% 16
2025
Q3 		$11.1M Buy
92,230
+3,053
+3% +$351K 2.01% 16
2025
Q2 		$10.1M Buy
89,177
+5,947
+7% +$615K 1.98% 16
2025
Q1 		$8.05M Sell
83,230
-5,561
-6% -$628K 2.07% 16
2024
Q4 		$10.2M Buy
88,791
+7,492
+9% +$895K 2.57% 15
2024
Q3 		$9.51M Buy
81,299
+7,359
+10% +$831K 2.63% 11
2024
Q2 		$8.7M Buy
73,940
+4,024
+6% +$431K 2.69% 13
2024
Q1 		$7.14M Buy
69,916
+19,213
+38% +$2.04M 2.4% 14
2023
Q4 		$5.29M Buy
50,703
+5,988
+13% +$577K 1.92% 15
2023
Q3 		$4.01M Buy
44,715
+5,858
+15% +$585K 1.65% 17
2023
Q2 		$4.03M Buy
38,857
+23,839
+159% +$2.27M 1.49% 17
2023
Q1 		$1.4M Sell
15,018
-13,020
-46% -$1.3M 0.59% 32
2022
Q4 		$2.79M Buy
28,038
+19
+0.1% +$1.82K 1.17% 19
2022
Q3 		$2.68M Sell
28,019
-2,935
-9% -$285K 1.14% 19
2022
Q2 		$2.86M Buy
30,954
+5,965
+24% +$593K 1.15% 21
2022
Q1 		$2.53M Buy
24,989
+1,934
+8% +$209K 0.92% 32
2021
Q4 		$2.64M Buy
23,055
+4,535
+24% +$517K 0.95% 28
2021
Q3 		$2.02M Buy
18,520
+3,101
+20% +$341K 0.83% 33
2021
Q2 		$1.74M Buy
15,419
+3,999
+35% +$446K 0.78% 34
2021
Q1 		$1.25M Buy
+11,420
New +$1.2M 0.73% 35

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Canvas Wealth Advisors's IJR Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.9% in Q2 2026, selling an estimated $994K and leaving 84,031 shares worth $12.5M. The position accounts for 1.74% of the portfolio, ranked #17.

Canvas Wealth Advisors first reported a position in IJR in Q1 2021 and has held it in 22 quarters since. 747 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Canvas Wealth Advisors held 84,031 shares of iShares Core S&P Small-Cap ETF worth $12.5M as of Q2 2026.
  • Canvas Wealth Advisors sold 7,245 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $994K.
  • iShares Core S&P Small-Cap ETF made up 1.74% of Canvas Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Canvas Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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