iShares Russell 3000 Value Index shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $308k | 3.2k | 95.49 |
| 2024-06-30 | $293k | 3.3k | 88.13 |
| 2024-03-31 | $300k | 3.3k | 90.44 |
| 2023-12-31 | $269k | 3.2k | 84.33 |
| 2023-09-30 | $257k | 3.4k | 74.62 |
| 2023-06-30 | $270k | 3.4k | 78.26 |
| 2023-03-31 | $254k | 3.4k | 73.78 |
| 2022-12-31 | $261k | 3.7k | 70.64 |
| 2022-09-30 | $231k | 3.7k | 62.52 |
| 2022-06-30 | $247k | 3.7k | 66.85 |
| 2022-03-31 | $280k | 3.7k | 75.78 |
| 2021-12-31 | $282k | 3.7k | 76.32 |
| 2021-09-30 | $262k | 3.7k | 70.91 |
| 2021-06-30 | $266k | 3.7k | 71.99 |
| 2021-03-31 | $255k | 3.7k | 69.01 |
| 2020-12-31 | $230k | 3.7k | 62.25 |
| 2020-09-30 | $241k | 4.4k | 54.18 |
| 2020-06-30 | $232k | 4.4k | 52.16 |
| 2020-03-31 | $205k | 4.4k | 46.09 |
| 2019-12-31 | $280k | 4.4k | 62.95 |
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