Canandaigua National Corp’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$82.9M	Buy	+810,696	New	+$85M	7.42%	1

Other funds holding IUSV

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

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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Canandaigua National Corp opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 810,696 shares worth $82.9M. The stake represents 7.42% of the portfolio and ranks #1 among its holdings.

788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Canandaigua National Corp held 810,696 shares of iShares Core S&P US Value ETF worth $82.9M as of Q1 2026.
iShares Core S&P US Value ETF was a new Canandaigua National Corp position in Q1 2026.
iShares Core S&P US Value ETF made up 7.42% of Canandaigua National Corp's portfolio in Q1 2026, its #1 holding.
788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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