Canvas Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Canvas Wealth Advisors, LLC

  • $470 Million
  • Q2 2025

A detailed history of Canvas Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 1,211 shares of IWM stock, worth $297,712. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,211
Previous 1,338 9.49%
Holding current value
$297,712
Previous $266,000 1.88%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$174.82 - $215.79 $22,202 - $27,405
-127 Reduced 9.49%
1,211 $261,000
Q1 2025

Apr 24, 2025
BUY
$198.1 - $229.79 $68,740 - $79,737
347 Added 35.02%
1,338 $266,000
Q4 2024

Jan 28, 2025
BUY
$216.13 - $242.4 $214,184 - $240,218
991 New
991 $218,000

Others Institutions Holding IWM

# of Institutions
2,923
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

Follow Canvas Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Canvas Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email