Cobblestone Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Hold |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $776K | Hold |
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|
2024
Q3 | $759K | Hold |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $697K | Hold |
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|
2023
Q4 | $636K | Hold |
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|
2023
Q3 | $569K | Hold |
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|
2023
Q2 | $591K | Sell |
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|
2023
Q1 | $547K | Hold |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $223K | Sell |
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|
2021
Q1 | $215K | Sell |
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|
2020
Q4 | $211K | Buy |
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