Cobblestone Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$875K	Hold	2,310	–	–	0.04%	154
2025 Q2	$811K	Hold	2,310	–	–	0.04%	161
2025 Q1	$734K	Sell	2,310 -12	-0.5%	-$4.02K	0.04%	158
2024 Q4	$776K	Hold	2,322	–	–	0.04%	152
2024 Q3	$759K	Hold	2,322	–	–	0.04%	151
2024 Q2	$717K	Sell	2,322 -1	-0%	-$298	0.04%	145
2024 Q1	$697K	Hold	2,323	–	–	0.04%	150
2023 Q4	$636K	Hold	2,323	–	–	0.04%	157
2023 Q3	$569K	Hold	2,323	–	–	0.04%	152
2023 Q2	$591K	Sell	2,323 -2	-0.1%	-$481	0.04%	156
2023 Q1	$547K	Hold	2,325	–	–	0.04%	154
2022 Q4	$513K	Buy	2,325 +175	+8%	+$38.9K	0.04%	163
2022 Q3	$445K	Buy	+2,150	New	+$495K	0.04%	169
2022 Q2	–	Sell	-1,165	Closed	-$306K	–	258
2022 Q1	$306K	Buy	1,165 +315	+37%	+$81.5K	0.02%	212
2021 Q4	$236K	Hold	850	–	–	0.02%	237
2021 Q3	$217K	Sell	850 -20	-2%	-$5.24K	0.01%	242
2021 Q2	$223K	Sell	870 -38	-4%	-$9.47K	0.02%	244
2021 Q1	$215K	Sell	908 -38	-4%	-$8.83K	0.02%	245
2020 Q4	$211K	Buy	+946	New	+$199K	0.02%	237

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

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

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

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

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

Cobblestone Capital Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2025 at 2,310 shares worth $875K. The position accounts for 0.04% of the portfolio, ranked #154.

Cobblestone Capital Advisors first reported a position in IWV in Q4 2020 and has held it in 19 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

Cobblestone Capital Advisors held 2,310 shares of iShares Russell 3000 ETF worth $875K as of Q3 2025.
Cobblestone Capital Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2025.
iShares Russell 3000 ETF made up 0.04% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #154 holding.
Cobblestone Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 19 quarters since.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

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