Canandaigua National Bank & Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $358K | Hold |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $313K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $250K | Sell |
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|
2017
Q4 | $254K | Sell |
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|
2017
Q3 | $250K | Sell |
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|
2017
Q2 | $239K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $201K | Sell |
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|
2016
Q2 | $208K | Sell |
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|
2016
Q1 | $232K | Sell |
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|
2015
Q4 | $228K | Buy |
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|
2015
Q3 | $206K | Sell |
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|
2015
Q2 | $238K | Buy |
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|
2015
Q1 | $233K | Buy |
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