iShares S&P 500 Index shares owned by Stokes Family Office
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stokes Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 9.1k | 669.33 |
| 2025-06-30 | $5.0M | 8.0k | 620.88 |
| 2025-03-31 | $4.5M | 8.1k | 561.93 |
| 2024-12-31 | $4.8M | 8.1k | 588.71 |
| 2024-09-30 | $4.6M | 8.0k | 576.83 |
| 2024-06-30 | $4.5M | 8.2k | 547.22 |
| 2024-03-31 | $4.2M | 8.1k | 525.70 |
| 2023-12-31 | $4.9M | 10k | 477.65 |
| 2023-09-30 | $4.6M | 11k | 429.42 |
| 2023-06-30 | $4.8M | 11k | 445.70 |
| 2023-03-31 | $4.4M | 11k | 411.10 |
| 2022-12-31 | $4.3M | 11k | 384.22 |
| 2022-09-30 | $4.0M | 11k | 358.68 |
| 2022-06-30 | $3.4M | 8.9k | 379.17 |
| 2022-03-31 | $2.2M | 4.8k | 453.78 |
| 2021-12-31 | $2.2M | 4.6k | 477.06 |
| 2021-09-30 | $1.9M | 4.5k | 430.77 |
| 2021-06-30 | $1.9M | 4.5k | 430.00 |
| 2021-03-31 | $1.8M | 4.5k | 397.81 |
| 2020-12-31 | $1.7M | 4.4k | 375.48 |
| 2020-09-30 | $1.5M | 4.4k | 336.07 |
| 2020-06-30 | $1.6M | 5.3k | 309.77 |
| 2020-03-31 | $1.3M | 5.0k | 258.40 |
| 2019-12-31 | $1.2M | 3.8k | 323.18 |