Cobblestone Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$248K	Hold	1,740	–	–	0.01%	276
2025 Q2	$241K	Hold	1,740	–	–	0.01%	275
2025 Q1	$204K	Hold	1,740	–	–	0.01%	287
2024 Q4	$221K	Hold	1,740	–	–	0.01%	277
2024 Q3	$204K	Buy	+1,740	New	+$195K	0.01%	280
2022 Q1	–	Sell	-1,740	Closed	-$200K	–	260
2021 Q4	$200K	Buy	+1,740	New	+$203K	0.01%	252

Other funds holding IWP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Cobblestone Capital Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2025 at 1,740 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #276.

Cobblestone Capital Advisors first reported a position in IWP in Q4 2021 and has held it in 6 quarters since. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Cobblestone Capital Advisors held 1,740 shares of iShares Russell Mid-Cap Growth ETF worth $248K as of Q3 2025.
Cobblestone Capital Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2025.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #276 holding.
Cobblestone Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 6 quarters since.
1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

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