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 Q2	$472K	Sell	1,570 -2	-0.1%	-$562	0.06%	193
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stokes Family Office reduced its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q2 2026, selling an estimated $562 and leaving 1,570 shares worth $472K. The position accounts for 0.06% of the portfolio, ranked #193.

Stokes Family Office first reported a position in IWM in Q3 2022 and has held it in 16 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Stokes Family Office held 1,570 shares of iShares Russell 2000 ETF worth $472K as of Q2 2026.
Stokes Family Office sold 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.06% of Stokes Family Office's portfolio in Q2 2026, its #193 holding.
Stokes Family Office first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 16 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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