Stokes Family Office’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
3,500
| – | – | 0.13% | 114 |
|
|
2025
Q1 | $1.11M | Hold |
3,500
| – | – | 0.13% | 117 |
|
|
2024
Q4 | $1.17M | Hold |
3,500
| – | – | 0.12% | 114 |
|
|
2024
Q3 | $1.14M | Hold |
3,500
| – | – | 0.13% | 110 |
|
|
2024
Q2 | $1.08M | Hold |
3,500
| – | – | 0.13% | 112 |
|
|
2024
Q1 | $1.05M | Hold |
3,500
| – | – | 0.13% | 114 |
|
|
2023
Q4 | $958K | Hold |
3,500
| – | – | 0.13% | 114 |
|
|
2023
Q3 | $858K | Hold |
3,500
| – | – | 0.1% | 142 |
|
|
2023
Q2 | $891K | Hold |
3,500
| – | – | 0.1% | 131 |
|
|
2023
Q1 | $824K | Hold |
3,500
| – | – | 0.1% | 132 |
|
|
2022
Q4 | $772K | Hold |
3,500
| – | – | 0.1% | 129 |
|
|
2022
Q3 | $725K | Hold |
3,500
| – | – | 0.1% | 124 |
|
|
2022
Q2 | $761K | Hold |
3,500
| – | – | 0.1% | 125 |
|
|
2022
Q1 | $918K | Hold |
3,500
| – | – | 0.12% | 110 |
|
|
2021
Q4 | $971K | Hold |
3,500
| – | – | 0.12% | 105 |
|
|
2021
Q3 | $892K | Hold |
3,500
| – | – | 0.12% | 103 |
|
|
2021
Q2 | $896K | Hold |
3,500
| – | – | 0.13% | 102 |
|
|
2021
Q1 | $830K | Hold |
3,500
| – | – | 0.13% | 101 |
|
|
2020
Q4 | $782K | Hold |
3,500
| – | – | 0.15% | 94 |
|
|
2020
Q3 | $685K | Hold |
3,500
| – | – | 0.16% | 92 |
|
|
2020
Q2 | $630K | Hold |
3,500
| – | – | 0.16% | 95 |
|
|
2020
Q1 | $519K | Hold |
3,500
| – | – | 0.14% | 94 |
|
|
2019
Q4 | $660K | Buy |
+3,500
| New | +$660K | 0.15% | 88 |
|