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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.22M Sell
2025
Q2
$5.06M Sell
2025
Q1
$4.73M Sell
2024
Q4
$4.96M Sell
2024
Q3
$4.97M Buy
2018
Q2
Sell
2018
Q1
$4.23M Buy
2017
Q4
$4.21M Buy
2017
Q3
$3.97M Sell
2017
Q2
$3.94M Buy