SFO
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Stokes Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Stokes Family Office’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Sell
6,405
-298
-4% -$217K 0.56% 54
2026
Q1 		$4.38M Sell
6,703
-182
-3% -$124K 0.45% 60
2025
Q4 		$4.72M Sell
6,885
-2,261
-25% -$1.54M 0.43% 62
2025
Q3 		$6.12M Buy
9,146
+1,117
+14% +$719K 0.58% 46
2025
Q2 		$4.99M Sell
8,029
-47
-0.6% -$27K 0.52% 49
2025
Q1 		$4.54M Buy
8,076
+1
+0% +$591 0.51% 51
2024
Q4 		$4.75M Buy
8,075
+75
+0.9% +$44.4K 0.51% 50
2024
Q3 		$4.61M Sell
8,000
-156
-2% -$86.7K 0.5% 48
2024
Q2 		$4.46M Buy
8,156
+75
+0.9% +$39.4K 0.52% 46
2024
Q1 		$4.25M Sell
8,081
-2,120
-21% -$1.06M 0.53% 48
2023
Q4 		$4.87M Sell
10,201
-508
-5% -$227K 0.66% 36
2023
Q3 		$4.6M Sell
10,709
-81
-0.8% -$36.2K 0.54% 41
2023
Q2 		$4.81M Sell
10,790
-24
-0.2% -$10.1K 0.56% 38
2023
Q1 		$4.45M Sell
10,814
-382
-3% -$153K 0.55% 36
2022
Q4 		$4.3M Buy
11,196
+72
+0.6% +$27.8K 0.55% 44
2022
Q3 		$3.99M Buy
11,124
+2,260
+25% +$902K 0.57% 42
2022
Q2 		$3.36M Buy
8,864
+4,093
+86% +$1.68M 0.46% 54
2022
Q1 		$2.17M Buy
4,771
+193
+4% +$86.3K 0.29% 70
2021
Q4 		$2.18M Buy
4,578
+86
+2% +$39.6K 0.27% 69
2021
Q3 		$1.94M Sell
4,492
-15
-0.3% -$6.65K 0.27% 71
2021
Q2 		$1.94M Buy
4,507
+35
+0.8% +$14.7K 0.27% 70
2021
Q1 		$1.78M Buy
4,472
+67
+2% +$25.9K 0.28% 69
2020
Q4 		$1.65M Buy
4,405
+25
+0.6% +$8.9K 0.33% 65
2020
Q3 		$1.47M Sell
4,380
-940
-18% -$313K 0.33% 63
2020
Q2 		$1.65M Buy
5,320
+320
+6% +$94K 0.42% 54
2020
Q1 		$1.29M Buy
5,000
+1,160
+30% +$355K 0.34% 60
2019
Q4 		$1.24M Buy
+3,840
New +$1.19M 0.28% 64

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Stokes Family Office's IVV Position: Q2 2026 in Review

Stokes Family Office reduced its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q2 2026, selling an estimated $217K and leaving 6,405 shares worth $4.8M. The position accounts for 0.56% of the portfolio, ranked #54.

Stokes Family Office first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.12M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stokes Family Office held 6,405 shares of iShares Core S&P 500 ETF worth $4.8M as of Q2 2026.
  • Stokes Family Office sold 298 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $217K.
  • iShares Core S&P 500 ETF made up 0.56% of Stokes Family Office's portfolio in Q2 2026, its #54 holding.
  • Stokes Family Office first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's iShares Core S&P 500 ETF position peaked at $6.12M in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.