Canandaigua National Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Buy |
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|
2025
Q2 | $1.35M | Hold |
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|
2025
Q1 | $1.22M | Hold |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $258K | Hold |
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|
2017
Q4 | $261K | Hold |
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|
2017
Q3 | $246K | Hold |
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|
2017
Q2 | $238K | Buy |
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