Canandaigua National Trust of Florida’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$987K	Buy	7,707 +752	+11%	+$102K	0.79%	22
2025 Q4	$952K	Buy	6,955 +169	+2%	+$23.6K	0.6%	40
2025 Q3	$966K	Sell	6,786 -260	-4%	-$36.7K	0.77%	29
2025 Q2	$977K	Buy	7,046 +3,555	+102%	+$450K	0.69%	29
2025 Q1	$410K	Buy	+3,491	New	+$449K	0.36%	71

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Canandaigua National Trust of Florida increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q1 2026, buying an estimated $102K and bringing the position to 7,707 shares worth $987K. The position accounts for 0.79% of the portfolio, ranked #22.

Canandaigua National Trust of Florida first reported a position in IWP in Q1 2025 and has held it in 5 quarters since. 1,177 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Canandaigua National Trust of Florida held 7,707 shares of iShares Russell Mid-Cap Growth ETF worth $987K as of Q1 2026.
Canandaigua National Trust of Florida bought 752 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $102K.
iShares Russell Mid-Cap Growth ETF made up 0.79% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #22 holding.
Canandaigua National Trust of Florida first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,177 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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