Stokes Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$390K	Buy	1,572 +70	+5%	+$18.1K	0.04%	208
2025 Q4	$370K	Sell	1,502 -21	-1%	-$5.16K	0.03%	233
2025 Q3	$369K	Buy	1,523 +21	+1%	+$4.82K	0.04%	207
2025 Q2	$324K	Hold	1,502	–	–	0.03%	193
2025 Q1	$300K	Hold	1,502	–	–	0.03%	194
2024 Q4	$332K	Buy	1,502 +2	+0.1%	+$456	0.04%	194
2024 Q3	$331K	Hold	1,500	–	–	0.04%	184
2024 Q2	$304K	Hold	1,500	–	–	0.04%	187
2024 Q1	$315K	Hold	1,500	–	–	0.04%	182
2023 Q4	$301K	Sell	1,500 -42	-3%	-$7.52K	0.04%	177
2023 Q3	$273K	Hold	1,542	–	–	0.03%	260
2023 Q2	$289K	Sell	1,542 -513	-25%	-$91.5K	0.03%	240
2023 Q1	$367K	Buy	2,055 +555	+37%	+$102K	0.05%	201
2022 Q4	$262K	Sell	1,500 -550	-27%	-$97.8K	0.03%	229
2022 Q3	$338K	Buy	+2,050	New	+$374K	0.05%	191

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Stokes Family Office increased its iShares Russell 2000 ETF (IWM) stake by 4.7% in Q1 2026, buying an estimated $18.1K and bringing the position to 1,572 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #208.

Stokes Family Office first reported a position in IWM in Q3 2022 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Stokes Family Office held 1,572 shares of iShares Russell 2000 ETF worth $390K as of Q1 2026.
Stokes Family Office bought 70 iShares Russell 2000 ETF shares in Q1 2026, an estimated $18.1K.
iShares Russell 2000 ETF made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #208 holding.
Stokes Family Office first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 15 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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