A detailed history of Stokes Family Office, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Stokes Family Office, LLC holds 1,500 shares of IWM stock, worth $338,475. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,500 -0.0%
Holding current value
$338,475
Previous $315,000 3.49%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$162.21 - $204.82 $6,812 - $8,602
-42 Reduced 2.72%
1,500 $301,000
Q2 2023

Aug 14, 2023

SELL
$170.4 - $187.93 $87,415 - $96,408
-513 Reduced 24.96%
1,542 $288,000
Q1 2023

May 08, 2023

BUY
$170.25 - $198.32 $94,488 - $110,067
555 Added 37.0%
2,055 $366,000
Q4 2022

Feb 14, 2023

SELL
$166.81 - $188.05 $91,745 - $103,427
-550 Reduced 26.83%
1,500 $261,000
Q3 2022

Nov 10, 2022

BUY
$164.17 - $201.07 $336,548 - $412,193
2,050 New
2,050 $338,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Stokes Family Office, LLC Portfolio

Follow Stokes Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stokes Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stokes Family Office, LLC with notifications on news.