Canvas Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,333	Closed	-$561K	–	153
2023 Q4	$561K	Buy	7,333 +491	+7%	+$34.9K	0.2%	62
2023 Q3	$456K	Buy	6,842 +373	+6%	+$27.2K	0.19%	70
2023 Q2	$488K	Sell	6,469 -2	-0%	-$139	0.18%	69
2023 Q1	$446K	Sell	6,471 -861	-12%	-$60.8K	0.19%	76
2022 Q4	$515K	Sell	7,332 -123	-2%	-$8.29K	0.22%	71
2022 Q3	$495K	Buy	7,455 +870	+13%	+$59.8K	0.21%	71
2022 Q2	$426K	Buy	+6,585	New	+$469K	0.17%	81

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canvas Wealth Advisors's IWR Position: Q1 2024 in Review

Canvas Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 7,333 shares — an estimated $561K sold.

Canvas Wealth Advisors first reported a position in IWR in Q2 2022 and held it in 7 quarters. The position peaked at $561K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

Canvas Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Canvas Wealth Advisors sold 7,333 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $561K.
Canvas Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and held it in 7 quarters.
Canvas Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $561K in Q4 2023.
1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Canvas Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.