Canandaigua National Trust of Florida’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$602K	Hold	2,426	–	–	0.48%	53
2025 Q4	$597K	Sell	2,426 -61	-2%	-$15K	0.37%	67
2025 Q3	$602K	Hold	2,487	–	–	0.48%	53
2025 Q2	$537K	Sell	2,487 -14	-0.6%	-$2.82K	0.38%	69
2025 Q1	$499K	Sell	2,501 -110	-4%	-$23.9K	0.44%	55
2024 Q4	$577K	Hold	2,611	–	–	0.45%	54
2024 Q3	$577K	Buy	+2,611	New	+$559K	0.5%	49

Other funds holding IWM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Canandaigua National Trust of Florida's IWM Position: Q1 2026 in Review

Canandaigua National Trust of Florida held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,426 shares worth $602K. The position accounts for 0.48% of the portfolio, ranked #53.

Canandaigua National Trust of Florida first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. The position peaked at $602K in Q3 2025. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Canandaigua National Trust of Florida held 2,426 shares of iShares Russell 2000 ETF worth $602K as of Q1 2026.
Canandaigua National Trust of Florida left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.48% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #53 holding.
Canandaigua National Trust of Florida first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
Canandaigua National Trust of Florida's iShares Russell 2000 ETF position peaked at $602K in Q3 2025.
2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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