Cobblestone Capital Advisors »

iShares S&P 500 Index shares owned by Cobblestone Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cobblestone Capital Advisors from 13F filings

Historical chart of Cobblestone Capital Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Cobblestone Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 4.8k 477.65
2023-09-30 $2.1M 4.8k 429.45
2023-06-30 $2.3M 5.1k 445.73
2023-03-31 $2.2M 5.4k 411.10
2022-12-31 $2.3M 6.0k 384.22
2022-09-30 $2.1M 6.0k 358.71
2022-06-30 $2.3M 6.0k 379.17
2022-03-31 $2.7M 6.0k 453.76
2021-12-31 $3.1M 6.5k 477.03
2021-09-30 $2.9M 6.6k 430.87
2021-06-30 $2.9M 6.7k 429.86
2021-03-31 $2.7M 6.9k 397.74
2020-12-31 $3.2M 8.4k 375.39
2020-09-30 $3.1M 9.1k 336.11
2020-06-30 $2.9M 9.4k 309.69
2020-03-31 $2.4M 9.4k 258.46
2019-12-31 $3.3M 10k 323.22
2019-09-30 $3.2M 11k 298.56
2019-06-30 $3.1M 11k 294.71
2019-03-31 $3.4M 12k 284.57
2018-12-31 $4.3M 17k 251.61
2018-09-30 $5.0M 17k 292.74
2018-06-30 $5.4M 20k 273.06
2018-03-31 $5.7M 22k 265.38
2017-12-31 $6.5M 24k 268.87
2017-09-30 $6.8M 27k 252.92
2017-06-30 $6.6M 27k 243.39
2017-03-31 $8.0M 34k 237.26
2016-12-31 $7.5M 33k 224.98
2016-09-30 $7.3M 34k 217.58
2016-06-30 $7.8M 37k 210.49
2016-03-31 $7.8M 38k 206.65
2015-12-31 $8.0M 39k 204.86
2015-09-30 $7.7M 40k 192.71
2015-06-30 $8.5M 41k 207.22
2015-03-31 $8.4M 40k 207.83
2014-12-31 $6.7M 32k 206.86
2014-09-30 $5.8M 29k 198.27
2014-06-30 $5.0M 26k 196.99
2014-03-31 $4.9M 26k 188.12
2013-12-31 $4.8M 26k 185.67
2013-09-30 $4.4M 26k 168.92
2013-06-30 $6.2M 39k 160.89
2013-03-31 $4.9M 31k 157.35
2012-12-31 $3.6M 25k 143.16
2012-09-30 $3.2M 22k 144.39
2012-06-30 $3.1M 23k 136.77
2012-03-31 $3.3M 23k 141.23
2011-12-31 $3.0M 23k 125.98
2011-09-30 $2.3M 21k 113.70
2011-06-30 $3.1M 23k 132.44
2011-03-31 $3.0M 23k 133.00

More positions owned by Cobblestone Capital Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Visa Com Cl A (V)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Markel Corporation (MKL)

View all positions for Cobblestone Capital Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index