Canandaigua National Bank & Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.26M | Sell |
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|
2025
Q2 | $2.18M | Sell |
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|
2025
Q1 | $2.15M | Hold |
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|
2024
Q4 | $2.12M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2.01M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.6M | Buy |
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|
2017
Q4 | $1.55M | Buy |
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|
2017
Q3 | $1.4M | Buy |
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|
2017
Q2 | $1.3M | Buy |
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