Canandaigua National Corp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Canandaigua National Corp’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Buy	+8,634	New	+$1.1M	0.1%	176

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Canandaigua National Corp's IJR Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 8,634 shares worth $1.07M. The stake represents 0.1% of the portfolio and ranks #176 among its holdings.

2,743 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Canandaigua National Corp held 8,634 shares of iShares Core S&P Small-Cap ETF worth $1.07M as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Canandaigua National Corp position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.1% of Canandaigua National Corp's portfolio in Q1 2026, its #176 holding.
2,743 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.