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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,740 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.
2,740 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.