Cobblestone Capital Advisors’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.61M	Hold	17,910	–	–	0.08%	104
2025 Q2	$1.53M	Hold	17,910	–	–	0.08%	103
2025 Q1	$1.41M	Hold	17,910	–	–	0.08%	112
2024 Q4	$1.39M	Hold	17,910	–	–	0.08%	111
2024 Q3	$1.27M	Hold	17,910	–	–	0.07%	115
2024 Q2	$1.17M	Hold	17,910	–	–	0.07%	116
2024 Q1	$1.19M	Hold	17,910	–	–	0.07%	110
2023 Q4	$1.07M	Hold	17,910	–	–	0.07%	121
2023 Q3	$923K	Sell	17,910 -750	-4%	-$40.6K	0.07%	117
2023 Q2	$983K	Hold	18,660	–	–	0.07%	117
2023 Q1	$939K	Hold	18,660	–	–	0.07%	120
2022 Q4	$980K	Hold	18,660	–	–	0.07%	120
2022 Q3	$879K	Hold	18,660	–	–	0.07%	114
2022 Q2	$922K	Hold	18,660	–	–	0.07%	116
2022 Q1	$1.12M	Hold	18,660	–	–	0.08%	109
2021 Q4	$1.2M	Hold	18,660	–	–	0.08%	112
2021 Q3	$1.17M	Sell	18,660 -291	-2%	-$18.3K	0.08%	106
2021 Q2	$1.17M	Sell	18,951 -834	-4%	-$51K	0.08%	108
2021 Q1	$1.13M	Hold	19,785	–	–	0.08%	108
2020 Q4	$990K	Hold	19,785	–	–	0.08%	111
2020 Q3	$805K	Sell	19,785 -3	-0%	-$124	0.07%	118
2020 Q2	$788K	Hold	19,788	–	–	0.07%	113
2020 Q1	$677K	Hold	19,788	–	–	0.07%	117
2019 Q4	$1M	Hold	19,788	–	–	0.09%	102
2019 Q3	$900K	Sell	19,788 -978	-5%	-$44.1K	0.09%	106
2019 Q2	$927K	Hold	20,766	–	–	0.08%	107
2019 Q1	$864K	Hold	20,766	–	–	0.08%	105
2018 Q4	$777K	Hold	20,766	–	–	0.08%	103
2018 Q3	$923K	Sell	20,766 -894	-4%	-$40.4K	0.09%	101
2018 Q2	$936K	Sell	21,660 -2,100	-9%	-$93.1K	0.09%	101
2018 Q1	$1.04M	Hold	23,760	–	–	0.11%	98
2017 Q4	$1.03M	Hold	23,760	–	–	0.1%	100
2017 Q3	$949K	Hold	23,760	–	–	0.12%	89
2017 Q2	$898K	Sell	23,760 -750	-3%	-$27.3K	0.12%	87
2017 Q1	$891K	Hold	24,510	–	–	0.12%	87
2016 Q4	$868K	Sell	24,510 -5,475	-18%	-$179K	0.12%	89
2016 Q3	$877K	Hold	29,985	–	–	0.12%	86
2016 Q2	$806K	Hold	29,985	–	–	0.11%	88
2016 Q1	$811K	Hold	29,985	–	–	0.12%	92
2015 Q4	$899K	Sell	29,985 -1,725	-5%	-$52.4K	0.14%	87
2015 Q3	$904K	Hold	31,710	–	–	0.14%	85
2015 Q2	$994K	Sell	31,710 -414	-1%	-$12.9K	0.15%	87
2015 Q1	$958K	Hold	32,124	–	–	0.15%	86
2014 Q4	$983K	Hold	32,124	–	–	0.17%	86
2014 Q3	$922K	Sell	32,124 -6,186	-16%	-$176K	0.17%	84
2014 Q2	$1.08M	Sell	38,310 -3,600	-9%	-$98.9K	0.2%	71
2014 Q1	$1.19M	Hold	41,910	–	–	0.23%	71
2013 Q4	$1.17M	Sell	41,910 -615	-1%	-$16.2K	0.22%	72
2013 Q3	$1.05M	Sell	42,525 -1,560	-4%	-$39K	0.21%	73
2013 Q2	$1.05M	Buy	+44,085	New	+$1.02M	0.23%	74

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Cobblestone Capital Advisors held its iShares US Financial Services ETF (IYG) position steady in Q3 2025 at 17,910 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #104.

Cobblestone Capital Advisors first reported a position in IYG in Q2 2013 and has held it in 50 quarters since. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

Cobblestone Capital Advisors held 17,910 shares of iShares US Financial Services ETF worth $1.61M as of Q3 2025.
Cobblestone Capital Advisors left its iShares US Financial Services ETF share count unchanged in Q3 2025.
iShares US Financial Services ETF made up 0.08% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #104 holding.
Cobblestone Capital Advisors first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 50 quarters since.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

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