iShares Russell 2000 Index shares owned by Patten
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Patten
from 13F filings
Historical chart of Patten investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $250k | 1.1k | 220.86 |
| 2024-06-30 | $290k | 1.4k | 202.94 |
| 2024-03-31 | $269k | 1.3k | 210.30 |
| 2023-12-31 | $283k | 1.4k | 200.71 |
| 2023-09-30 | $343k | 1.9k | 176.74 |
| 2023-06-30 | $397k | 2.1k | 187.27 |
| 2023-03-31 | $439k | 2.5k | 178.40 |
| 2022-12-31 | $443k | 2.5k | 174.36 |
| 2022-09-30 | $317k | 1.9k | 168.35 |
| 2022-06-30 | $330k | 1.9k | 175.72 |
| 2022-03-31 | $398k | 1.9k | 205.37 |
| 2021-12-31 | $492k | 2.2k | 222.52 |
| 2021-09-30 | $745k | 3.4k | 218.86 |
| 2021-06-30 | $840k | 3.7k | 229.45 |
| 2021-03-31 | $801k | 3.6k | 220.90 |
| 2020-12-31 | $691k | 3.5k | 195.97 |
| 2020-09-30 | $537k | 3.6k | 149.75 |
| 2020-06-30 | $516k | 3.6k | 143.29 |
| 2020-03-31 | $403k | 3.5k | 114.46 |
| 2019-12-31 | $753k | 4.5k | 165.68 |
| 2019-09-30 | $598k | 4.0k | 151.39 |
| 2019-06-30 | $617k | 4.0k | 155.42 |
| 2019-03-31 | $677k | 4.4k | 153.06 |
| 2018-12-31 | $572k | 4.3k | 133.80 |
| 2018-09-30 | $866k | 5.1k | 168.58 |
| 2018-06-30 | $910k | 5.6k | 163.82 |
| 2018-03-31 | $695k | 4.6k | 151.75 |
| 2017-12-31 | $573k | 3.8k | 152.43 |
| 2017-09-30 | $481k | 29k | 16.44 |
| 2017-06-30 | $364k | 2.6k | 140.05 |
| 2017-03-31 | $402k | 3.0k | 135.35 |
| 2016-12-31 | $455k | 3.3k | 136.15 |
| 2016-09-30 | $425k | 3.5k | 121.02 |
| 2016-06-30 | $375k | 3.3k | 114.98 |
| 2016-03-31 | $371k | 3.4k | 110.63 |
| 2015-12-31 | $284k | 2.5k | 112.62 |
| 2015-09-30 | $205k | 1.9k | 109.20 |
| 2015-06-30 | $47k | 375 | 124.86 |
| 2014-12-31 | $45k | 375 | 120.00 |