Canandaigua National Corp’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$549K	Buy	+2,896	New	+$561K	0.05%	224

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Canandaigua National Corp opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2026: 2,896 shares worth $549K. The stake represents 0.05% of the portfolio and ranks #224 among its holdings.

1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Canandaigua National Corp held 2,896 shares of iShares Russell 2000 Value ETF worth $549K as of Q1 2026.
iShares Russell 2000 Value ETF was a new Canandaigua National Corp position in Q1 2026.
iShares Russell 2000 Value ETF made up 0.05% of Canandaigua National Corp's portfolio in Q1 2026, its #224 holding.
1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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