Canandaigua National Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Buy	+5,372	New	+$1.16M	0.1%	171

Other funds holding IVE

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Canandaigua National Corp opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 5,372 shares worth $1.13M. The stake represents 0.1% of the portfolio and ranks #171 among its holdings.

1,711 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Canandaigua National Corp held 5,372 shares of iShares S&P 500 Value ETF worth $1.13M as of Q1 2026.
iShares S&P 500 Value ETF was a new Canandaigua National Corp position in Q1 2026.
iShares S&P 500 Value ETF made up 0.1% of Canandaigua National Corp's portfolio in Q1 2026, its #171 holding.
1,711 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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