iShares Russell 1000 Value Index shares owned by Patten
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Patten
from 13F filings
Historical chart of Patten investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 5.8k | 179.11 |
| 2023-12-31 | $960k | 5.8k | 165.25 |
| 2023-09-30 | $864k | 5.7k | 151.82 |
| 2023-06-30 | $847k | 5.4k | 157.83 |
| 2023-03-31 | $765k | 5.0k | 152.26 |
| 2022-12-31 | $759k | 5.0k | 151.65 |
| 2022-09-30 | $489k | 3.5k | 138.76 |
| 2022-06-30 | $459k | 3.1k | 147.59 |
| 2022-03-31 | $489k | 2.9k | 165.82 |
| 2021-12-31 | $479k | 2.9k | 167.95 |
| 2021-09-30 | $528k | 3.4k | 156.40 |
| 2021-06-30 | $542k | 3.4k | 158.67 |
| 2021-03-31 | $491k | 3.2k | 151.50 |
| 2020-12-31 | $298k | 2.2k | 136.95 |
| 2020-09-30 | $410k | 3.5k | 118.19 |
| 2020-06-30 | $364k | 3.2k | 112.73 |
| 2020-03-31 | $377k | 3.8k | 99.11 |
| 2019-12-31 | $1.1M | 8.2k | 136.50 |
| 2019-09-30 | $1.0M | 7.9k | 128.23 |
| 2019-06-30 | $1.0M | 7.9k | 127.24 |
| 2019-03-31 | $1.1M | 8.8k | 123.53 |
| 2018-12-31 | $982k | 8.8k | 111.05 |
| 2018-09-30 | $1.3M | 10k | 126.59 |
| 2018-06-30 | $1.3M | 11k | 121.39 |
| 2018-03-31 | $1.5M | 12k | 119.98 |
| 2017-12-31 | $1.5M | 12k | 124.30 |
| 2017-09-30 | $839k | 7.1k | 118.52 |
| 2017-06-30 | $12k | 100 | 120.00 |
| 2017-03-31 | $11k | 100 | 110.00 |
| 2016-12-31 | $11k | 100 | 110.00 |
| 2016-09-30 | $10k | 100 | 104.09 |
| 2016-06-30 | $10k | 100 | 103.23 |
| 2016-03-31 | $9.9k | 100 | 98.81 |
| 2015-12-31 | $9.8k | 100 | 97.86 |
| 2015-06-30 | $2.6k | 25 | 103.12 |
| 2014-12-31 | $2.0k | 15 | 133.33 |
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