Stokes Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stokes Family Office’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.4M	Sell	233,437 -23,788	-9%	-$2.86M	2.72%	5
2025 Q4	$31.7M	Buy	257,225 +6,542	+3%	+$801K	2.9%	6
2025 Q3	$30.3M	Sell	250,683 -19,473	-7%	-$2.24M	2.87%	3
2025 Q2	$29.7M	Sell	270,156 -20,184	-7%	-$2M	3.12%	4
2025 Q1	$27M	Sell	290,340 -17,628	-6%	-$1.78M	3.03%	5
2024 Q4	$31.3M	Sell	307,968 -19,923	-6%	-$1.99M	3.34%	3
2024 Q3	$31.4M	Sell	327,891 -15,516	-5%	-$1.43M	3.43%	5
2024 Q2	$31.8M	Buy	343,407 +128,374	+60%	+$11.1M	3.73%	4
2024 Q1	$18.2M	Buy	215,033 +117,837	+121%	+$9.47M	2.27%	8
2023 Q4	$7.3M	Sell	97,196 -21,771	-18%	-$1.55M	0.99%	24
2023 Q3	$8.14M	Buy	118,967 +93,771	+372%	+$6.64M	0.96%	22
2023 Q2	$1.78M	Buy	25,196 +16,507	+190%	+$1.09M	0.21%	87
2023 Q1	$555K	Buy	8,689 +1,621	+23%	+$99.1K	0.07%	160
2022 Q4	$413K	Sell	7,068 -2,069	-23%	-$124K	0.05%	184
2022 Q3	$529K	Sell	9,137 -5,809	-39%	-$377K	0.08%	148
2022 Q2	$902K	Buy	14,946 +5,626	+60%	+$372K	0.12%	115
2022 Q1	$712K	Buy	9,320 +5,972	+178%	+$449K	0.09%	131
2021 Q4	$280K	Buy	3,348 +391	+13%	+$31.5K	0.03%	200
2021 Q3	$219K	Hold	2,957	–	–	0.03%	212
2021 Q2	$215K	Sell	2,957 -1,394	-32%	-$96.5K	0.03%	206
2021 Q1	$283K	Buy	+4,351	New	+$281K	0.04%	167

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Stokes Family Office reduced its iShares S&P 500 Growth ETF (IVW) stake by 9.2% in Q1 2026, selling an estimated $2.86M and leaving 233,437 shares worth $26.4M. The position accounts for 2.72% of the portfolio, ranked #5.

Stokes Family Office first reported a position in IVW in Q1 2021 and has held it in 21 quarters since. The position peaked at $31.8M in Q2 2024. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Stokes Family Office held 233,437 shares of iShares S&P 500 Growth ETF worth $26.4M as of Q1 2026.
Stokes Family Office sold 23,788 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.86M.
iShares S&P 500 Growth ETF made up 2.72% of Stokes Family Office's portfolio in Q1 2026, its #5 holding.
Stokes Family Office first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 21 quarters since.
Stokes Family Office's iShares S&P 500 Growth ETF position peaked at $31.8M in Q2 2024.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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