Cobblestone Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cobblestone Capital Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$245K	Hold	1,486	–	–	0.01%	277
2025 Q2	$223K	Buy	+1,486	New	+$201K	0.01%	285
2025 Q1	–	Sell	-1,486	Closed	-$207K	–	299
2024 Q4	$207K	Buy	+1,486	New	+$204K	0.01%	285
2024 Q3	–	Sell	-1,586	Closed	-$202K	–	293
2024 Q2	$202K	Buy	+1,586	New	+$189K	0.01%	270
2023 Q4	–	Sell	-3,130	Closed	-$297K	–	282
2023 Q3	$297K	Hold	3,130	–	–	0.02%	205
2023 Q2	$306K	Hold	3,130	–	–	0.02%	212
2023 Q1	$278K	Hold	3,130	–	–	0.02%	217
2022 Q4	$255K	Hold	3,130	–	–	0.02%	232
2022 Q3	$251K	Sell	3,130 -287	-8%	-$25.8K	0.02%	216
2022 Q2	$286K	Buy	3,417 +287	+9%	+$26.3K	0.02%	209
2022 Q1	$331K	Sell	3,130 -250	-7%	-$26K	0.02%	205
2021 Q4	$391K	Hold	3,380	–	–	0.03%	194
2021 Q3	$346K	Hold	3,380	–	–	0.02%	194
2021 Q2	$341K	Sell	3,380 -45	-1%	-$4.34K	0.02%	203
2021 Q1	$311K	Hold	3,425	–	–	0.02%	211
2020 Q4	$304K	Buy	+3,425	New	+$288K	0.02%	205

Other funds holding IUSG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cobblestone Capital Advisors's IUSG Position: Q3 2025 in Review

Cobblestone Capital Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2025 at 1,486 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #277.

Cobblestone Capital Advisors first reported a position in IUSG in Q4 2020 and has held it in 16 quarters since. The position peaked at $391K in Q4 2021. 819 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Cobblestone Capital Advisors held 1,486 shares of iShares Core S&P US Growth ETF worth $245K as of Q3 2025.
Cobblestone Capital Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q3 2025.
iShares Core S&P US Growth ETF made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #277 holding.
Cobblestone Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 16 quarters since.
Cobblestone Capital Advisors's iShares Core S&P US Growth ETF position peaked at $391K in Q4 2021.
819 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.