Canandaigua National Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Canandaigua National Bank & Trust’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$652K	Buy
2025 Q2	$580K	Hold
2025 Q1	$489K	Hold
2024 Q4	$535K	Sell
2024 Q3	$509K	Buy
2018 Q2	–	Sell
2018 Q1	$298K	Buy
2017 Q4	$290K	Buy
2017 Q3	$261K	Sell
2017 Q2	$252K	Buy