iShares S&P MidCap 400 Index shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $464k | 7.5k | 62.32 |
| 2024-06-30 | $708k | 12k | 58.52 |
| 2024-03-31 | $759k | 13k | 60.74 |
| 2023-12-31 | $692k | 2.5k | 277.14 |
| 2023-09-30 | $650k | 2.6k | 249.34 |
| 2023-06-30 | $638k | 2.4k | 261.47 |
| 2023-03-31 | $610k | 2.4k | 250.15 |
| 2022-12-31 | $528k | 2.2k | 241.87 |
| 2022-09-30 | $484k | 2.2k | 219.40 |
| 2022-06-30 | $499k | 2.2k | 226.20 |
| 2022-03-31 | $574k | 2.1k | 268.10 |
| 2021-12-31 | $602k | 2.1k | 282.89 |
| 2021-09-30 | $560k | 2.1k | 263.16 |
| 2021-06-30 | $585k | 2.2k | 268.60 |
| 2021-03-31 | $567k | 2.2k | 260.45 |
| 2020-12-31 | $535k | 2.3k | 229.91 |
| 2020-09-30 | $431k | 2.3k | 185.22 |
| 2020-06-30 | $432k | 2.4k | 178.00 |
| 2020-03-31 | $378k | 2.6k | 143.95 |
| 2019-12-31 | $559k | 2.7k | 205.89 |
| 2019-09-30 | $292k | 1.5k | 192.99 |
| 2019-06-30 | $294k | 1.5k | 194.32 |
| 2019-03-31 | $296k | 1.6k | 189.38 |
| 2018-12-31 | $310k | 1.9k | 166.13 |
| 2018-09-30 | $291k | 1.4k | 201.11 |
| 2018-06-30 | $276k | 1.4k | 194.78 |
| 2018-03-31 | $258k | 1.4k | 187.64 |
| 2017-12-31 | $251k | 1.3k | 189.43 |
| 2017-09-30 | $237k | 1.3k | 178.87 |
| 2017-06-30 | $230k | 1.3k | 173.58 |
| 2017-03-31 | $227k | 1.3k | 171.32 |
| 2016-12-31 | $219k | 1.3k | 165.28 |
| 2016-09-30 | $220k | 1.4k | 154.39 |
| 2016-06-30 | $213k | 1.4k | 149.47 |
| 2016-03-31 | $207k | 1.4k | 144.25 |
| 2014-03-31 | $1.9M | 14k | 137.46 |
| 2013-12-31 | $1.6M | 12k | 133.82 |
| 2013-09-30 | $1.8M | 15k | 124.12 |
| 2013-06-30 | $1.3M | 11k | 115.48 |
| 2013-03-31 | $1.3M | 12k | 115.04 |
| 2012-12-31 | $1.2M | 12k | 101.66 |
| 2012-09-30 | $1.2M | 12k | 98.68 |
| 2012-06-30 | $1.2M | 13k | 94.18 |
| 2012-03-31 | $1.3M | 13k | 99.25 |
| 2011-12-31 | $1.1M | 13k | 87.62 |
| 2011-09-30 | $992k | 13k | 78.02 |
| 2011-06-30 | $1.2M | 13k | 97.70 |
| 2011-03-31 | $1.3M | 13k | 98.69 |