iShares S&P MidCap 400 Value Index shares owned by Stokes Family Office
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Stokes Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.3M | 20k | 114.04 |
| 2023-09-30 | $2.1M | 21k | 100.93 |
| 2023-06-30 | $2.3M | 21k | 107.13 |
| 2023-03-31 | $2.2M | 22k | 102.77 |
| 2022-12-31 | $2.5M | 25k | 100.80 |
| 2022-09-30 | $2.4M | 26k | 90.01 |
| 2022-06-30 | $2.5M | 27k | 94.42 |
| 2022-03-31 | $2.9M | 27k | 109.64 |
| 2021-12-31 | $3.0M | 27k | 110.68 |
| 2021-09-30 | $2.7M | 27k | 103.05 |
| 2021-06-30 | $2.8M | 26k | 105.33 |
| 2021-03-31 | $2.2M | 22k | 101.89 |
| 2020-12-31 | $1.9M | 22k | 86.28 |
| 2020-09-30 | $1.4M | 10k | 134.82 |
| 2020-06-30 | $1.9M | 14k | 132.95 |
| 2020-03-31 | $2.9M | 26k | 109.77 |
| 2019-12-31 | $4.6M | 27k | 170.73 |
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