Canvas Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Canvas Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Hold	6,480	–	–	0.22%	68
2026 Q1	$1.38M	Hold	6,480	–	–	0.24%	60
2025 Q4	$1.36M	Buy	6,480 +775	+14%	+$160K	0.23%	59
2025 Q3	$1.17M	Buy	5,705 +1,075	+23%	+$214K	0.21%	61
2025 Q2	$918K	Buy	4,630 +1,345	+41%	+$249K	0.18%	74
2025 Q1	$582K	Buy	+3,285	New	+$626K	0.15%	94

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Canvas Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 6,480 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #68.

Canvas Wealth Advisors first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Canvas Wealth Advisors held 6,480 shares of iShares Russell 1000 Value ETF worth $1.57M as of Q2 2026.
Canvas Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.22% of Canvas Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Canvas Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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