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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by Patten & Patten

Quarter filed Position value Share count Share price at filing
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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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 Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index