iShares S&P 500 Value Index shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Patten & Patten consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 1.0k | 206.51 |
| 2025-06-30 | $228k | 1.2k | 195.42 |
| 2025-03-31 | $227k | 1.2k | 190.58 |
| 2024-12-31 | $227k | 1.2k | 190.88 |
| 2024-09-30 | $235k | 1.2k | 197.17 |
| 2024-06-30 | $219k | 1.2k | 182.01 |
| 2024-03-31 | $224k | 1.2k | 186.81 |
| 2023-12-31 | $209k | 1.2k | 173.89 |