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Canandaigua National Corp’s iShares Russell 1000 ETF IWB Stock Holding History

Canandaigua National Corp’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$544K Buy
+1,525
New +$568K 0.05% 226
2020
Q4 		– Sell
-1,724
Closed -$323K – 268
2020
Q3 		$323K Hold
1,724
– – 0.06% 194
2020
Q2 		$296K Buy
+1,724
New +$279K 0.05% 205

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Canandaigua National Corp opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 1,525 shares worth $544K. The stake represents 0.05% of the portfolio and ranks #226 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in IWB as recently as Q3 2020.

Canandaigua National Corp first reported a position in IWB in Q2 2020 and has held it in 3 quarters since. 1,469 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Canandaigua National Corp held 1,525 shares of iShares Russell 1000 ETF worth $544K as of Q1 2026.
  • iShares Russell 1000 ETF was a new Canandaigua National Corp position in Q1 2026.
  • iShares Russell 1000 ETF made up 0.05% of Canandaigua National Corp's portfolio in Q1 2026, its #226 holding.
  • Canandaigua National Corp first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 3 quarters since.
  • 1,469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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