Cobblestone Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$380K Hold
2025
Q1
$368K Sell
2024
Q4
$375K Buy
2024
Q3
$382K Hold
2024
Q2
$351K Sell
2024
Q1
$478K Buy