Canandaigua National Corp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$705K	Buy	+4,838	New	+$718K	0.06%	210

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Canandaigua National Corp opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 4,838 shares worth $705K. The stake represents 0.06% of the portfolio and ranks #210 among its holdings.

992 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Canandaigua National Corp held 4,838 shares of iShares Russell Mid-Cap Value ETF worth $705K as of Q1 2026.
iShares Russell Mid-Cap Value ETF was a new Canandaigua National Corp position in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.06% of Canandaigua National Corp's portfolio in Q1 2026, its #210 holding.
992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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