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

Cobblestone Capital Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$398K Hold
1,956
– – 0.02% 224
2025
Q2 		$380K Hold
1,956
– – 0.02% 223
2025
Q1 		$368K Sell
1,956
-70
-3% -$13.3K 0.02% 222
2024
Q4 		$375K Buy
2,026
+15
+0.7% +$2.88K 0.02% 213
2024
Q3 		$382K Hold
2,011
– – 0.02% 214
2024
Q2 		$351K Sell
2,011
-655
-25% -$115K 0.02% 214
2024
Q1 		$478K Buy
+2,666
New +$451K 0.03% 175

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cobblestone Capital Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2025 at 1,956 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #224.

Cobblestone Capital Advisors first reported a position in IWD in Q1 2024 and has held it in 7 quarters since. The position peaked at $478K in Q1 2024. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Cobblestone Capital Advisors held 1,956 shares of iShares Russell 1000 Value ETF worth $398K as of Q3 2025.
  • Cobblestone Capital Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2025.
  • iShares Russell 1000 Value ETF made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #224 holding.
  • Cobblestone Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 7 quarters since.
  • Cobblestone Capital Advisors's iShares Russell 1000 Value ETF position peaked at $478K in Q1 2024.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

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