CNBT
IWP icon

Canandaigua National Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Canandaigua National Bank & Trust’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3M Buy
+97,890
New +$13.5M 1.21% 17
2025
Q4 		$12.8M Buy
93,677
+4,014
+4% +$561K 1.15% 16
2025
Q3 		$12.8M Buy
89,663
+5,768
+7% +$815K 1.12% 15
2025
Q2 		$11.6M Buy
83,895
+3,518
+4% +$445K 1.08% 16
2025
Q1 		$9.44M Buy
80,377
+69,748
+656% +$8.97M 0.94% 22
2024
Q4 		$1.35M Hold
10,629
– – 0.13% 156
2024
Q3 		$1.25M Buy
+10,629
New +$1.19M 0.12% 161
2020
Q1 		$697K Hold
11,468
– – 0.15% 141
2019
Q4 		$875K Hold
11,468
– – 0.15% 140
2019
Q3 		$811K Buy
+11,468
New +$824K 0.14% 143
2018
Q2 		– Sell
-11,218
Closed -$690K – 355
2018
Q1 		$690K Buy
11,218
+40
+0.4% +$2.5K 0.09% 187
2017
Q4 		$674K Hold
11,178
– – 0.12% 149
2017
Q3 		$633K Hold
11,178
– – 0.12% 149
2017
Q2 		$604K Buy
+11,178
New +$595K 0.12% 149

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