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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$537K	Sell	2,487 -14	-0.6%	-$3.02K	0.38%	69
2025 Q1	$499K	Sell	2,501 -110	-4%	-$21.9K	0.44%	55
2024 Q4	$577K	Hold	2,611	–	–	0.45%	54
2024 Q3	$577K	Buy	+2,611	New	+$577K	0.5%	49