Stokes Family Office’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Hold	3,500	–	–	0.13%	112
2025 Q4	$1.35M	Hold	3,500	–	–	0.12%	113
2025 Q3	$1.33M	Hold	3,500	–	–	0.13%	115
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	+$631K	0.15%	88

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

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

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

Stokes Family Office held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 3,500 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #112.

Stokes Family Office first reported a position in IWV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.35M in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Stokes Family Office held 3,500 shares of iShares Russell 3000 ETF worth $1.3M as of Q1 2026.
Stokes Family Office left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.13% of Stokes Family Office's portfolio in Q1 2026, its #112 holding.
Stokes Family Office first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 26 quarters since.
Stokes Family Office's iShares Russell 3000 ETF position peaked at $1.35M in Q4 2025.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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