Canandaigua National Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Buy	+3,219	New	+$1.07M	0.09%	183

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TCIIS

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

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

Canandaigua National Corp opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2026: 3,219 shares worth $1.01M. The stake represents 0.09% of the portfolio and ranks #183 among its holdings.

1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Canandaigua National Corp held 3,219 shares of iShares Russell 2000 Growth ETF worth $1.01M as of Q1 2026.
iShares Russell 2000 Growth ETF was a new Canandaigua National Corp position in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.09% of Canandaigua National Corp's portfolio in Q1 2026, its #183 holding.
1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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