iShares Russell 3000 Index shares owned by Stokes Family Office
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Stokes Family Office consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Stokes Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 3.5k | 326.73 |
| 2024-06-30 | $1.1M | 3.5k | 308.67 |
| 2024-03-31 | $1.1M | 3.5k | 300.08 |
| 2023-12-31 | $958k | 3.5k | 273.74 |
| 2023-09-30 | $858k | 3.5k | 245.06 |
| 2023-06-30 | $891k | 3.5k | 254.48 |
| 2023-03-31 | $824k | 3.5k | 235.41 |
| 2022-12-31 | $772k | 3.5k | 220.68 |
| 2022-09-30 | $725k | 3.5k | 207.14 |
| 2022-06-30 | $761k | 3.5k | 217.43 |
| 2022-03-31 | $918k | 3.5k | 262.29 |
| 2021-12-31 | $971k | 3.5k | 277.43 |
| 2021-09-30 | $892k | 3.5k | 254.86 |
| 2021-06-30 | $896k | 3.5k | 256.00 |
| 2021-03-31 | $830k | 3.5k | 237.14 |
| 2020-12-31 | $782k | 3.5k | 223.43 |
| 2020-09-30 | $685k | 3.5k | 195.71 |
| 2020-06-30 | $630k | 3.5k | 180.00 |
| 2020-03-31 | $519k | 3.5k | 148.29 |
| 2019-12-31 | $660k | 3.5k | 188.57 |