Cobblestone Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$281K	Hold	2,400	–	–	0.01%	261
2025 Q2	$255K	Hold	2,400	–	–	0.01%	266
2025 Q1	$217K	Hold	2,400	–	–	0.01%	278
2024 Q4	$241K	Hold	2,400	–	–	0.01%	262
2024 Q3	$225K	Sell	2,400 -1,140	-32%	-$103K	0.01%	268
2024 Q2	$323K	Sell	3,540 -580	-14%	-$49.5K	0.02%	219
2024 Q1	$347K	Buy	4,120 +580	+16%	+$46.7K	0.02%	214
2023 Q4	$268K	Sell	3,540 -600	-14%	-$42.4K	0.02%	237
2023 Q3	$275K	Buy	4,140 +600	+17%	+$41.4K	0.02%	217
2023 Q2	$244K	Sell	3,540 -216	-6%	-$13.7K	0.02%	241
2023 Q1	$229K	Buy	+3,756	New	+$216K	0.02%	245
2022 Q1	–	Sell	-2,740	Closed	-$209K	–	259
2021 Q4	$209K	Buy	+2,740	New	+$203K	0.01%	249

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

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

Cobblestone Capital Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 2,400 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #261.

Cobblestone Capital Advisors first reported a position in IWF in Q4 2021 and has held it in 12 quarters since. The position peaked at $347K in Q1 2024. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Cobblestone Capital Advisors held 2,400 shares of iShares Russell 1000 Growth ETF worth $281K as of Q3 2025.
Cobblestone Capital Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
iShares Russell 1000 Growth ETF made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #261 holding.
Cobblestone Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Cobblestone Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $347K in Q1 2024.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

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