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iShares Russell 2000 Value Index shares owned by Cobblestone Capital Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Cobblestone Capital Advisors from 13F filings

Historical chart of Cobblestone Capital Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Cobblestone Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 7.2k 155.33
2023-09-30 $978k 7.2k 135.55
2023-06-30 $1.1M 8.0k 140.80
2023-03-31 $1.1M 8.0k 137.02
2022-12-31 $1.1M 8.3k 138.67
2022-09-30 $1.2M 9.4k 128.93
2022-06-30 $1.3M 9.3k 136.13
2022-03-31 $1.5M 9.6k 161.44
2021-12-31 $1.6M 9.6k 166.04
2021-09-30 $1.5M 9.6k 160.19
2021-06-30 $1.7M 10k 165.78
2021-03-31 $1.6M 10k 159.49
2020-12-31 $1.3M 10k 131.74
2020-09-30 $1.0M 10k 99.35
2020-06-30 $1.1M 11k 97.44
2020-03-31 $907k 11k 82.01
2019-12-31 $1.4M 11k 128.59
2019-09-30 $1.3M 11k 119.42
2019-06-30 $1.3M 11k 120.52
2019-03-31 $1.3M 11k 119.88
2018-12-31 $1.2M 11k 107.50
2018-09-30 $1.5M 11k 132.99
2018-06-30 $1.5M 11k 131.90
2018-03-31 $1.4M 11k 121.91
2017-12-31 $1.5M 12k 125.72
2017-09-30 $1.5M 12k 124.14
2017-06-30 $1.5M 12k 118.85
2017-03-31 $1.5M 12k 118.20
2016-12-31 $1.5M 13k 118.94
2016-09-30 $1.3M 13k 104.74
2016-06-30 $1.7M 17k 97.26
2016-03-31 $1.6M 18k 93.18
2015-12-31 $1.8M 19k 91.93
2015-09-30 $1.8M 20k 90.11
2015-06-30 $2.2M 22k 101.96
2015-03-31 $2.4M 23k 103.20
2014-12-31 $2.9M 29k 101.67
2014-09-30 $2.7M 29k 93.55
2014-06-30 $3.1M 30k 103.25
2014-03-31 $3.2M 32k 100.85
2013-12-31 $3.2M 33k 99.50
2013-09-30 $3.0M 32k 91.65
2013-06-30 $2.3M 27k 85.92
2013-03-31 $2.9M 35k 83.82
2012-12-31 $4.1M 54k 75.50
2012-09-30 $3.5M 47k 73.94
2012-06-30 $3.5M 50k 70.39
2012-03-31 $3.7M 51k 72.96
2011-12-31 $3.6M 55k 65.64
2011-09-30 $3.0M 53k 57.03
2011-06-30 $4.4M 61k 73.41
2011-03-31 $4.7M 62k 75.39

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 Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index