Patten »

iShares Russell 3000 Value Index shares owned by Patten

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Patten from 13F filings

Historical chart of Patten investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Patten consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Patten

Quarter filed Position value Share count Share price at filing
2024-03-31 $977k 11k 90.44
2023-12-31 $596k 7.1k 84.33

More positions owned by Patten

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Coca-Cola Company (KO)
Visa Com Cl A (V)
Kimberly-Clark Corporation (KMB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Xylem (XYL)

View all positions for Patten

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index