Canandaigua National Bank & Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$568K Hold
2025
Q2
$528K Hold
2025
Q1
$477K Hold
2024
Q4
$501K Hold
2024
Q3
$489K Sell
2024
Q2
$478K Buy
2020
Q1
$280K Hold
2019
Q4
$353K Sell
2019
Q3
$326K Buy