iShares S&P 1500 Index Fund shares owned by Stokes Family Office
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund 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 S&P 1500 Index Fund by Stokes Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 160k | 125.62 |
| 2024-06-30 | $20M | 164k | 118.78 |
| 2024-03-31 | $19M | 166k | 115.30 |
| 2023-12-31 | $18M | 174k | 105.23 |
| 2023-09-30 | $21M | 224k | 94.19 |
| 2023-06-30 | $22M | 223k | 97.84 |
| 2023-03-31 | $20M | 223k | 90.55 |
| 2022-12-31 | $19M | 227k | 84.80 |
| 2022-09-30 | $18M | 229k | 79.54 |
| 2022-06-30 | $19M | 231k | 83.78 |
| 2022-03-31 | $22M | 221k | 100.94 |
| 2021-12-31 | $24M | 222k | 106.98 |
| 2021-09-30 | $22M | 221k | 98.38 |
| 2021-06-30 | $22M | 222k | 98.76 |
| 2021-03-31 | $20M | 223k | 91.60 |
| 2020-12-31 | $21M | 241k | 86.22 |
| 2020-09-30 | $18M | 232k | 75.49 |
| 2020-06-30 | $16M | 231k | 69.44 |
| 2020-03-31 | $13M | 222k | 57.21 |
| 2019-12-31 | $17M | 232k | 72.69 |