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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stokes Family Office's IVV Position: Q1 2026 in Review

Stokes Family Office reduced its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q1 2026, selling an estimated $124K and leaving 6,703 shares worth $4.38M. The position accounts for 0.45% of the portfolio, ranked #60.

Stokes Family Office first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.12M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Stokes Family Office held 6,703 shares of iShares Core S&P 500 ETF worth $4.38M as of Q1 2026.
  • Stokes Family Office sold 182 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $124K.
  • iShares Core S&P 500 ETF made up 0.45% of Stokes Family Office's portfolio in Q1 2026, its #60 holding.
  • Stokes Family Office first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's iShares Core S&P 500 ETF position peaked at $6.12M in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.