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Canandaigua National Bank & Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Canandaigua National Bank & Trust’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.72M Buy
+34,851
New +$5.53M 0.48% 45
2025
Q4 		$5.49M Sell
36,922
-1,616
-4% -$238K 0.49% 43
2025
Q3 		$5.61M Hold
38,538
– – 0.49% 46
2025
Q2 		$5.2M Buy
38,538
+47
+0.1% +$5.87K 0.48% 45
2025
Q1 		$4.7M Hold
38,491
– – 0.47% 48
2024
Q4 		$4.95M Hold
38,491
– – 0.49% 47
2024
Q3 		$4.84M Buy
+38,491
New +$4.66M 0.46% 48

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Canandaigua National Bank & Trust's ITOT Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 34,851 shares worth $5.72M. The stake represents 0.48% of the portfolio and ranks #45 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in ITOT as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Canandaigua National Bank & Trust held 34,851 shares of iShares Core S&P Total US Stock Market ETF worth $5.72M as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Canandaigua National Bank & Trust position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.48% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #45 holding.
  • Canandaigua National Bank & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.