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Cobblestone Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cobblestone Capital Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.81M Hold
5,651
– – 0.09% 98
2025
Q2 		$1.62M Sell
5,651
-740
-12% -$195K 0.08% 96
2025
Q1 		$1.63M Sell
6,391
-46
-0.7% -$13K 0.09% 94
2024
Q4 		$1.85M Hold
6,437
– – 0.1% 89
2024
Q3 		$1.83M Hold
6,437
– – 0.1% 90
2024
Q2 		$1.69M Hold
6,437
– – 0.1% 87
2024
Q1 		$1.74M Buy
6,437
+740
+13% +$189K 0.11% 83
2023
Q4 		$1.44M Sell
5,697
-60
-1% -$13.5K 0.09% 95
2023
Q3 		$1.29M Sell
5,757
-140
-2% -$33.5K 0.1% 94
2023
Q2 		$1.43M Sell
5,897
-200
-3% -$45.9K 0.1% 91
2023
Q1 		$1.38M Hold
6,097
– – 0.1% 96
2022
Q4 		$1.31M Sell
6,097
-480
-7% -$105K 0.1% 100
2022
Q3 		$1.36M Hold
6,577
– – 0.11% 79
2022
Q2 		$1.36M Sell
6,577
-180
-3% -$40.1K 0.1% 88
2022
Q1 		$1.73M Hold
6,757
– – 0.12% 83
2021
Q4 		$1.98M Hold
6,757
– – 0.13% 76
2021
Q3 		$1.98M Sell
6,757
-250
-4% -$75.1K 0.14% 74
2021
Q2 		$2.18M Hold
7,007
– – 0.15% 71
2021
Q1 		$2.11M Sell
7,007
-55
-0.8% -$17.1K 0.15% 71
2020
Q4 		$2.02M Sell
7,062
-90
-1% -$22.9K 0.16% 65
2020
Q3 		$1.58M Hold
7,152
– – 0.14% 79
2020
Q2 		$1.48M Sell
7,152
-598
-8% -$112K 0.13% 78
2020
Q1 		$1.23M Sell
7,750
-33
-0.4% -$6.55K 0.13% 82
2019
Q4 		$1.67M Hold
7,783
– – 0.15% 74
2019
Q3 		$1.5M Sell
7,783
-26,545
-77% -$5.26M 0.15% 76
2019
Q2 		$6.89M Sell
34,328
-45
-0.1% -$8.9K 0.62% 45
2019
Q1 		$6.76M Sell
34,373
-520
-1% -$98.9K 0.63% 43
2018
Q4 		$5.86M Hold
34,893
– – 0.6% 43
2018
Q3 		$7.5M Sell
34,893
-275
-0.8% -$58.6K 0.71% 40
2018
Q2 		$7.19M Sell
35,168
-290
-0.8% -$58K 0.71% 42
2018
Q1 		$6.76M Sell
35,458
-994
-3% -$191K 0.68% 42
2017
Q4 		$6.81M Sell
36,452
-6,500
-15% -$1.19M 0.68% 41
2017
Q3 		$7.69M Sell
42,952
-539
-1% -$91.6K 0.95% 32
2017
Q2 		$7.34M Sell
43,491
-400
-0.9% -$65.8K 0.95% 30
2017
Q1 		$7.09M Sell
43,891
-1,555
-3% -$247K 0.94% 31
2016
Q4 		$7M Hold
45,446
– – 0.97% 28
2016
Q3 		$6.77M Sell
45,446
-160
-0.4% -$23.3K 0.96% 28
2016
Q2 		$6.26M Sell
45,606
-200
-0.4% -$27K 0.89% 31
2016
Q1 		$6.07M Sell
45,806
-3,704
-7% -$462K 0.89% 32
2015
Q4 		$6.9M Sell
49,510
-1,027
-2% -$146K 1.04% 28
2015
Q3 		$6.77M Sell
50,537
-878
-2% -$130K 1.08% 27
2015
Q2 		$7.95M Sell
51,415
-775
-1% -$119K 1.2% 24
2015
Q1 		$7.91M Sell
52,190
-11,191
-18% -$1.63M 1.22% 23
2014
Q4 		$9.02M Sell
63,381
-1,085
-2% -$147K 1.61% 17
2014
Q3 		$8.36M Sell
64,466
-700
-1% -$93.8K 1.54% 18
2014
Q2 		$9.02M Sell
65,166
-1,395
-2% -$183K 1.69% 15
2014
Q1 		$9.06M Sell
66,561
-730
-1% -$99.8K 1.75% 14
2013
Q4 		$9.12M Sell
67,291
-880
-1% -$114K 1.74% 13
2013
Q3 		$8.58M Sell
68,171
-1,630
-2% -$196K 1.75% 13
2013
Q2 		$7.78M Buy
+69,801
New +$7.62M 1.71% 14

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cobblestone Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2025 at 5,651 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #98.

Cobblestone Capital Advisors first reported a position in IWO in Q2 2013 and has held it in 50 quarters since. The position peaked at $9.12M in Q4 2013. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Cobblestone Capital Advisors held 5,651 shares of iShares Russell 2000 Growth ETF worth $1.81M as of Q3 2025.
  • Cobblestone Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2025.
  • iShares Russell 2000 Growth ETF made up 0.09% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #98 holding.
  • Cobblestone Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 50 quarters since.
  • Cobblestone Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $9.12M in Q4 2013.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

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