iShares Russell 1000 Value Index shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 1.1k | 203.67 |
| 2025-06-30 | $223k | 1.1k | 194.19 |
| 2025-03-31 | $235k | 1.2k | 188.11 |
| 2024-12-31 | $231k | 1.2k | 185.08 |
| 2024-09-30 | $255k | 1.3k | 189.85 |
| 2024-06-30 | $234k | 1.3k | 174.47 |
| 2024-03-31 | $240k | 1.3k | 179.12 |
| 2023-12-31 | $222k | 1.3k | 165.25 |
| 2023-09-30 | $203k | 1.3k | 151.83 |
| 2023-06-30 | $211k | 1.3k | 157.84 |
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