iShares S&P 500 Value Index shares owned by Stokes Family Office
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value 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 S&P 500 Value Index by Stokes Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 114k | 206.51 |
| 2025-06-30 | $23M | 116k | 195.42 |
| 2025-03-31 | $19M | 101k | 190.58 |
| 2024-12-31 | $14M | 75k | 190.88 |
| 2024-09-30 | $15M | 74k | 197.17 |
| 2024-06-30 | $13M | 72k | 182.01 |
| 2024-03-31 | $14M | 72k | 186.81 |
| 2023-12-31 | $207k | 1.2k | 173.89 |
| 2023-09-30 | $1.0M | 6.5k | 153.84 |
| 2023-06-30 | $1.3M | 8.0k | 161.19 |
| 2023-03-31 | $1.3M | 8.6k | 151.76 |
| 2022-12-31 | $1.5M | 10k | 145.07 |
| 2022-09-30 | $1.0M | 8.2k | 128.57 |
| 2022-06-30 | $638k | 4.6k | 137.44 |
| 2022-03-31 | $282k | 1.8k | 155.54 |
| 2021-03-31 | $206k | 1.5k | 141.10 |