Canandaigua National Corp’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.98M	Buy	+34,977	New	+$5.2M	0.45%	49
2020 Q4	–	Sell	-47,402	Closed	-$3.58M	–	267
2020 Q3	$3.58M	Buy	+47,402	New	+$3.54M	0.63%	47

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Canandaigua National Corp opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 34,977 shares worth $4.98M. The stake represents 0.45% of the portfolio and ranks #49 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in ITOT as recently as Q3 2020.

Canandaigua National Corp first reported a position in ITOT in Q3 2020 and has held it in 2 quarters since. 1,621 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Canandaigua National Corp held 34,977 shares of iShares Core S&P Total US Stock Market ETF worth $4.98M as of Q1 2026.
iShares Core S&P Total US Stock Market ETF was a new Canandaigua National Corp position in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.45% of Canandaigua National Corp's portfolio in Q1 2026, its #49 holding.
Canandaigua National Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 2 quarters since.
1,621 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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