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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.8M	Buy	54,360 +4	+0%	+$443	0.5%	42
2026 Q2	$6M	Buy	+54,356	New	+$5.72M	0.51%	42
2025 Q4	$4.98M	Sell	51,683 -2,378	-4%	-$229K	0.45%	47
2025 Q3	$5.22M	Sell	54,061 -969	-2%	-$91.9K	0.46%	48
2025 Q2	$5.06M	Sell	55,030 -566	-1%	-$48.9K	0.47%	46
2025 Q1	$4.73M	Sell	55,596 -533	-0.9%	-$47.5K	0.47%	47
2024 Q4	$4.96M	Sell	56,129 -303	-0.5%	-$27.5K	0.49%	46
2024 Q3	$4.97M	Buy	+56,432	New	+$4.75M	0.47%	46
2018 Q2	–	Sell	-82,044	Closed	-$4.23M	–	356
2018 Q1	$4.23M	Buy	82,044 +1,120	+1%	+$59K	0.54%	46
2017 Q4	$4.21M	Buy	80,924 +444	+0.6%	+$22.5K	0.76%	35
2017 Q3	$3.97M	Sell	80,480 -1,448	-2%	-$69.9K	0.75%	34
2017 Q2	$3.94M	Buy	+81,928	New	+$3.88M	0.81%	33

Other funds holding IWR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Canandaigua National Bank & Trust's IWR Position: Q3 2026 in Review

Canandaigua National Bank & Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.01% in Q3 2026, buying an estimated $443 and bringing the position to 54,360 shares worth $5.8M. The position accounts for 0.5% of the portfolio, ranked #42.

Canandaigua National Bank & Trust first reported a position in IWR in Q2 2017 and has held it in 12 quarters since. The position peaked at $6M in Q2 2026. 74 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Canandaigua National Bank & Trust held 54,360 shares of iShares Russell Mid-Cap ETF worth $5.8M as of Q3 2026.
Canandaigua National Bank & Trust bought 4 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $443.
iShares Russell Mid-Cap ETF made up 0.5% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #42 holding.
Canandaigua National Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 12 quarters since.
Canandaigua National Bank & Trust's iShares Russell Mid-Cap ETF position peaked at $6M in Q2 2026.
74 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.