Ishares Tr rus200 grw idx shares owned by Stokes Capital Advisors
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Stokes Capital Advisors
from 13F filings
Historical chart of Stokes Capital Advisors investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by Stokes Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 15k | 220.05 |
| 2024-06-30 | $3.3M | 15k | 214.52 |
| 2024-03-31 | $3.1M | 16k | 195.10 |
| 2023-12-31 | $2.8M | 16k | 175.22 |
| 2023-09-30 | $3.3M | 21k | 153.83 |
| 2023-06-30 | $3.3M | 21k | 158.56 |
| 2023-03-31 | $4.3M | 31k | 138.93 |
| 2022-12-31 | $4.1M | 34k | 120.53 |
| 2022-09-30 | $4.4M | 37k | 119.50 |
| 2022-06-30 | $4.8M | 38k | 125.23 |
| 2022-03-31 | $7.2M | 45k | 158.86 |
| 2021-12-31 | $9.1M | 53k | 173.35 |
| 2021-09-30 | $8.2M | 54k | 152.68 |
| 2021-06-30 | $8.0M | 53k | 150.59 |
| 2021-03-31 | $7.0M | 52k | 134.54 |
| 2020-12-31 | $6.7M | 50k | 133.03 |
| 2020-09-30 | $6.0M | 50k | 121.37 |
| 2020-06-30 | $5.5M | 52k | 106.61 |
| 2020-03-31 | $4.5M | 54k | 84.21 |
| 2019-12-31 | $5.6M | 58k | 96.57 |
| 2019-09-30 | $4.9M | 56k | 87.06 |
| 2019-06-30 | $5.1M | 59k | 85.79 |
| 2019-03-31 | $4.9M | 60k | 82.23 |
| 2018-12-31 | $3.7M | 51k | 71.75 |
| 2018-09-30 | $4.7M | 55k | 85.41 |
| 2018-06-30 | $4.3M | 55k | 78.32 |
| 2018-03-31 | $3.8M | 52k | 73.78 |