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Canvas Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Canvas Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Sell
1,035
-50
-5% -$14.1K 0.04% 186
2026
Q1 		$269K Sell
1,085
-50
-4% -$12.9K 0.05% 187
2025
Q4 		$279K Sell
1,135
-77
-6% -$18.9K 0.05% 172
2025
Q3 		$298K Buy
1,212
+1
+0.1% +$229 0.05% 153
2025
Q2 		$271K Sell
1,211
-127
-9% -$25.6K 0.05% 156
2025
Q1 		$251K Buy
1,338
+347
+35% +$75.3K 0.06% 156
2024
Q4 		$219K Buy
+991
New +$226K 0.06% 161

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Canvas Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q2 2026, selling an estimated $14.1K and leaving 1,035 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #186.

Canvas Wealth Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Canvas Wealth Advisors held 1,035 shares of iShares Russell 2000 ETF worth $311K as of Q2 2026.
  • Canvas Wealth Advisors sold 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Russell 2000 ETF made up 0.04% of Canvas Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Canvas Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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