Cobblestone Capital Advisors »

iShares Dow Jones US Financial Svc. shares owned by Cobblestone Capital Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Cobblestone Capital Advisors from 13F filings

Historical chart of Cobblestone Capital Advisors investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. 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 Dow Jones US Financial Svc. by Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 6.0k 179.21
2023-09-30 $923k 6.0k 154.64
2023-06-30 $983k 6.2k 157.99
2023-03-31 $939k 6.2k 150.96
2022-12-31 $980k 6.2k 157.52
2022-09-30 $879k 6.2k 141.32
2022-06-30 $922k 6.2k 148.23
2022-03-31 $1.1M 6.2k 180.39
2021-12-31 $1.2M 6.2k 193.09
2021-09-30 $1.2M 6.2k 188.10
2021-06-30 $1.2M 6.3k 185.21
2021-03-31 $1.1M 6.6k 171.34
2020-12-31 $990k 6.6k 150.11
2020-09-30 $805k 6.6k 122.06
2020-06-30 $788k 6.6k 119.47
2020-03-31 $677k 6.6k 102.64
2019-12-31 $1.0M 6.6k 151.76
2019-09-30 $900k 6.6k 136.45
2019-06-30 $927k 6.9k 133.92
2019-03-31 $864k 6.9k 124.82
2018-12-31 $777k 6.9k 112.25
2018-09-30 $923k 6.9k 133.34
2018-06-30 $936k 7.2k 129.64
2018-03-31 $1.0M 7.9k 130.93
2017-12-31 $1.0M 7.9k 130.43
2017-09-30 $949k 7.9k 119.82
2017-06-30 $898k 7.9k 113.38
2017-03-31 $891k 8.2k 109.06
2016-12-31 $868k 8.2k 106.24
2016-09-30 $877k 10k 87.74
2016-06-30 $806k 10k 80.64
2016-03-31 $811k 10k 81.14
2015-12-31 $899k 10k 89.94
2015-09-30 $904k 11k 85.53
2015-06-30 $994k 11k 94.04
2015-03-31 $958k 11k 89.47
2014-12-31 $983k 11k 91.80
2014-09-30 $922k 11k 86.10
2014-06-30 $1.1M 13k 84.42
2014-03-31 $1.2M 14k 84.90
2013-12-31 $1.2M 14k 83.75
2013-09-30 $1.1M 14k 74.14
2013-06-30 $1.1M 15k 71.52
2013-03-31 $972k 15k 66.14
2012-12-31 $877k 15k 59.28
2012-09-30 $991k 18k 55.69
2012-06-30 $924k 18k 51.92
2012-03-31 $1.0M 18k 57.21
2011-12-31 $810k 18k 45.26
2011-09-30 $385k 9.4k 41.07

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 Dow Jones US Financial Svc.

RiverFront Investment Group
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Bank of America Corporation
Royal Bank of Canada
Ferguson Wellman Capital Management
Bnp Paribas Arbitrage, Snc
Arkansas Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Private Advisor
Howard Capital Management Group
Circle Wealth Management
UBS Group

View all funds holding iShares Dow Jones US Financial Svc.