Stokes Family Office’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
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2025
Q1 | $1.11M | Hold |
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|
2024
Q4 | $1.17M | Hold |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $958K | Hold |
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|
2023
Q3 | $858K | Hold |
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|
2023
Q2 | $891K | Hold |
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|
2023
Q1 | $824K | Hold |
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|
2022
Q4 | $772K | Hold |
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|
2022
Q3 | $725K | Hold |
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|
2022
Q2 | $761K | Hold |
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|
2022
Q1 | $918K | Hold |
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|
2021
Q4 | $971K | Hold |
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|
2021
Q3 | $892K | Hold |
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|
2021
Q2 | $896K | Hold |
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|
2021
Q1 | $830K | Hold |
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|
2020
Q4 | $782K | Hold |
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|
2020
Q3 | $685K | Hold |
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|
2020
Q2 | $630K | Hold |
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|
2020
Q1 | $519K | Hold |
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|
2019
Q4 | $660K | Buy |
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