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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$476K	Sell	5,180 -20	-0.4%	-$1.84K	0.34%	79
2025 Q1	$442K	Hold	5,200	–	–	0.39%	63
2024 Q4	$460K	Sell	5,200 -64	-1%	-$5.66K	0.36%	67
2024 Q3	$464K	Buy	+5,264	New	+$464K	0.4%	64