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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
2023-12-31 $209k 1.2k 173.89

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iShares S&P Global Technology Sect. (IXN)
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Visa (V)
ConocoPhillips (COP)
Progressive Corporation (PGR)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
J P Morgan Exchange-traded F (JEPI)
Costco Wholesale Corporation (COST)
Abbott Laboratories (ABT)
A. O. Smith Corporation (AOS)

View all positions for Patten & Patten

Top funds holding iShares S&P 500 Value Index

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CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
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