Canandaigua National Trust of Florida’s iShares Core S&P US Value ETF IUSV Stock Holding History

Canandaigua National Trust of Florida’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.36M	Buy
2025 Q2	$6.45M	Buy
2025 Q1	$5.44M	Buy
2024 Q4	$5.15M	Buy
2024 Q3	$5.22M	Buy