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Canandaigua National Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Canandaigua National Corp’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Buy
+97,741
New +$13.2M 1.12% 16
2020
Q4 		– Sell
-11,468
Closed -$991K – 269
2020
Q3 		$991K Hold
11,468
– – 0.18% 129
2020
Q2 		$907K Buy
+11,468
New +$832K 0.17% 132

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Canandaigua National Corp opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026: 97,741 shares worth $12.5M. The stake represents 1.12% of the portfolio and ranks #16 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in IWP as recently as Q3 2020.

Canandaigua National Corp first reported a position in IWP in Q2 2020 and has held it in 3 quarters since. 1,177 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Canandaigua National Corp held 97,741 shares of iShares Russell Mid-Cap Growth ETF worth $12.5M as of Q1 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Canandaigua National Corp position in Q1 2026.
  • iShares Russell Mid-Cap Growth ETF made up 1.12% of Canandaigua National Corp's portfolio in Q1 2026, its #16 holding.
  • Canandaigua National Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 3 quarters since.
  • 1,177 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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