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
2025 Q2	$1.53M	Hold
2025 Q1	$1.41M	Hold
2024 Q4	$1.39M	Hold
2024 Q3	$1.27M	Hold
2024 Q2	$1.17M	Hold
2024 Q1	$1.19M	Hold
2023 Q4	$1.07M	Hold
2023 Q3	$923K	Sell
2023 Q2	$983K	Hold
2023 Q1	$939K	Hold
2022 Q4	$980K	Hold
2022 Q3	$879K	Hold
2022 Q2	$922K	Hold
2022 Q1	$1.12M	Hold
2021 Q4	$1.2M	Hold
2021 Q3	$1.17M	Sell
2021 Q2	$1.17M	Sell
2021 Q1	$1.13M	Hold
2020 Q4	$990K	Hold
2020 Q3	$805K	Sell
2020 Q2	$788K	Hold
2020 Q1	$677K	Hold
2019 Q4	$1M	Hold
2019 Q3	$900K	Sell
2019 Q2	$927K	Hold
2019 Q1	$864K	Hold
2018 Q4	$777K	Hold
2018 Q3	$923K	Sell
2018 Q2	$936K	Sell
2018 Q1	$1.04M	Hold
2017 Q4	$1.03M	Hold
2017 Q3	$949K	Hold
2017 Q2	$898K	Sell
2017 Q1	$891K	Hold
2016 Q4	$868K	Sell
2016 Q3	$877K	Hold
2016 Q2	$806K	Hold
2016 Q1	$811K	Hold
2015 Q4	$899K	Sell
2015 Q3	$904K	Hold
2015 Q2	$994K	Sell
2015 Q1	$958K	Hold
2014 Q4	$983K	Hold
2014 Q3	$922K	Sell
2014 Q2	$1.08M	Sell
2014 Q1	$1.19M	Hold
2013 Q4	$1.17M	Sell
2013 Q3	$1.05M	Sell
2013 Q2	$1.05M	Buy