iShares S&P SmallCap 600 Index shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $363k | 3.1k | 115.21 |
| 2024-09-30 | $346k | 3.0k | 116.95 |
| 2024-06-30 | $315k | 3.0k | 106.65 |
| 2024-03-31 | $326k | 2.9k | 110.51 |
| 2023-12-31 | $319k | 2.9k | 108.24 |
| 2023-09-30 | $278k | 2.9k | 94.32 |
| 2023-06-30 | $281k | 2.8k | 99.64 |
| 2023-03-31 | $272k | 2.8k | 96.69 |
| 2022-12-31 | $279k | 2.9k | 94.70 |
| 2022-09-30 | $207k | 2.4k | 87.08 |
| 2022-06-30 | $220k | 2.4k | 92.55 |
| 2022-03-31 | $255k | 2.4k | 107.87 |
| 2021-12-31 | $285k | 2.5k | 114.50 |
| 2021-09-30 | $261k | 2.4k | 109.25 |
| 2021-06-30 | $281k | 2.5k | 112.90 |
| 2021-03-31 | $281k | 2.6k | 108.58 |
| 2020-12-31 | $265k | 2.9k | 91.76 |
| 2020-09-30 | $266k | 3.8k | 70.24 |
| 2020-06-30 | $259k | 3.8k | 68.39 |
| 2020-03-31 | $241k | 4.3k | 56.15 |
| 2019-12-31 | $328k | 3.9k | 83.87 |
| 2014-03-31 | $316k | 2.9k | 110.10 |
| 2013-12-31 | $297k | 2.7k | 109.19 |
| 2013-09-30 | $453k | 4.5k | 99.78 |
| 2013-06-30 | $409k | 4.5k | 90.39 |
| 2013-03-31 | $381k | 4.4k | 87.09 |
| 2012-12-31 | $308k | 3.9k | 78.17 |
| 2012-09-30 | $264k | 3.4k | 77.08 |
| 2012-06-30 | $212k | 2.9k | 73.23 |
| 2012-03-31 | $209k | 2.7k | 76.42 |
| 2011-06-30 | $201k | 2.7k | 73.22 |
| 2011-03-31 | $332k | 4.5k | 73.45 |
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