Ishares Tr dev val factor shares owned by Stokes Family Office
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Stokes Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 42k | 29.53 |
| 2024-06-30 | $1.1M | 39k | 27.44 |
| 2024-03-31 | $1.1M | 39k | 28.23 |
| 2023-12-31 | $1.0M | 39k | 26.51 |
| 2023-09-30 | $2.9M | 115k | 25.36 |
| 2023-06-30 | $3.2M | 125k | 25.45 |
| 2023-03-31 | $2.9M | 119k | 24.79 |
| 2022-12-31 | $2.8M | 119k | 23.17 |
| 2022-09-30 | $1.8M | 90k | 19.75 |
| 2022-06-30 | $707k | 32k | 22.17 |
| 2022-03-31 | $936k | 37k | 25.45 |
| 2021-12-31 | $851k | 33k | 25.45 |
| 2021-09-30 | $538k | 21k | 25.70 |
| 2021-06-30 | $460k | 18k | 25.84 |
| 2021-03-31 | $450k | 18k | 25.27 |
| 2020-12-31 | $513k | 23k | 22.76 |
| 2020-09-30 | $441k | 23k | 19.57 |
| 2020-06-30 | $715k | 37k | 19.53 |
| 2020-03-31 | $1.7M | 95k | 17.60 |
| 2019-12-31 | $1.9M | 81k | 23.93 |