iShares S&P SmallCap 600 Index shares owned by Patten
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Patten
from 13F filings
Historical chart of 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
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $424k | 3.8k | 110.52 |
| 2023-12-31 | $430k | 4.0k | 108.25 |
| 2023-09-30 | $416k | 4.4k | 94.33 |
| 2023-06-30 | $445k | 4.5k | 99.65 |
| 2023-03-31 | $453k | 4.7k | 96.70 |
| 2022-12-31 | $460k | 4.9k | 94.64 |
| 2022-09-30 | $480k | 5.4k | 89.42 |
| 2022-06-30 | $532k | 5.7k | 93.86 |
| 2022-03-31 | $613k | 5.7k | 107.88 |
| 2021-12-31 | $643k | 5.6k | 114.51 |
| 2021-09-30 | $602k | 5.5k | 109.24 |
| 2021-06-30 | $731k | 6.5k | 112.91 |
| 2021-03-31 | $669k | 6.2k | 108.53 |
| 2020-12-31 | $576k | 6.3k | 91.98 |
| 2020-09-30 | $437k | 6.2k | 70.29 |
| 2020-06-30 | $479k | 7.0k | 68.26 |
| 2020-03-31 | $380k | 6.8k | 56.09 |
| 2019-12-31 | $665k | 7.9k | 83.91 |
| 2019-09-30 | $753k | 9.7k | 77.79 |
| 2019-06-30 | $889k | 11k | 78.30 |
| 2019-03-31 | $770k | 10k | 77.19 |
| 2018-12-31 | $675k | 9.7k | 69.32 |
| 2018-09-30 | $870k | 10k | 87.29 |
| 2018-06-30 | $840k | 10k | 83.44 |
| 2018-03-31 | $806k | 11k | 76.97 |
| 2017-12-31 | $813k | 11k | 76.84 |
| 2017-09-30 | $734k | 9.9k | 74.19 |
| 2017-06-30 | $722k | 10k | 70.14 |
| 2017-03-31 | $293k | 4.3k | 67.82 |
| 2016-12-31 | $294k | 4.3k | 68.82 |
| 2016-09-30 | $308k | 2.5k | 121.23 |
| 2016-06-30 | $299k | 2.6k | 116.21 |
| 2016-03-31 | $289k | 2.6k | 112.57 |
| 2015-12-31 | $316k | 2.9k | 110.11 |
| 2015-09-30 | $306k | 2.9k | 106.57 |
| 2015-06-30 | $338k | 2.9k | 117.88 |
| 2015-03-31 | $339k | 2.9k | 118.12 |
| 2014-12-31 | $328k | 2.9k | 114.29 |
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