Canandaigua National Trust of Florida’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$524K Sell
2025
Q2
$508K Hold
2025
Q1
$460K Hold
2024
Q4
$482K Sell
2024
Q3
$485K Buy