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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$624K	Buy	+1,525	New	+$604K	0.05%	215
2025 Q4	$569K	Sell	1,525 -30	-2%	-$11.1K	0.05%	221
2025 Q3	$568K	Hold	1,555	–	–	0.05%	230
2025 Q2	$528K	Hold	1,555	–	–	0.05%	237
2025 Q1	$477K	Hold	1,555	–	–	0.05%	236
2024 Q4	$501K	Hold	1,555	–	–	0.05%	232
2024 Q3	$489K	Sell	1,555 -50	-3%	-$15.1K	0.05%	229
2024 Q2	$478K	Buy	+1,605	New	+$461K	0.05%	208
2020 Q1	$280K	Hold	1,976	–	–	0.06%	192
2019 Q4	$353K	Sell	1,976 -3	-0.2%	-$512	0.06%	199
2019 Q3	$326K	Buy	+1,979	New	+$325K	0.06%	205

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Canandaigua National Bank & Trust opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 1,525 shares worth $624K. The stake represents 0.05% of the portfolio and ranks #215 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in IWB as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in IWB in Q3 2019 and has held it in 11 quarters since. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Canandaigua National Bank & Trust held 1,525 shares of iShares Russell 1000 ETF worth $624K as of Q2 2026.
iShares Russell 1000 ETF was a new Canandaigua National Bank & Trust position in Q2 2026.
iShares Russell 1000 ETF made up 0.05% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #215 holding.
Canandaigua National Bank & Trust first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 11 quarters since.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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