iShares Russell 2000 Index shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 14k | 220.90 |
| 2024-06-30 | $2.4M | 12k | 202.90 |
| 2024-03-31 | $2.5M | 12k | 210.31 |
| 2023-12-31 | $2.3M | 11k | 200.72 |
| 2023-09-30 | $2.1M | 12k | 176.75 |
| 2023-06-30 | $2.1M | 11k | 187.28 |
| 2023-03-31 | $2.0M | 11k | 178.41 |
| 2022-12-31 | $1.9M | 11k | 174.40 |
| 2022-09-30 | $1.7M | 11k | 164.89 |
| 2022-06-30 | $1.7M | 10k | 169.40 |
| 2022-03-31 | $2.1M | 10k | 205.24 |
| 2021-12-31 | $2.3M | 10k | 222.51 |
| 2021-09-30 | $2.4M | 11k | 218.78 |
| 2021-06-30 | $2.5M | 11k | 229.40 |
| 2021-03-31 | $2.4M | 11k | 220.96 |
| 2020-12-31 | $1.9M | 9.9k | 196.11 |
| 2020-09-30 | $1.5M | 9.9k | 149.83 |
| 2020-06-30 | $1.5M | 10k | 143.16 |
| 2020-03-31 | $1.2M | 11k | 114.42 |
| 2019-12-31 | $2.0M | 12k | 165.71 |
| 2019-09-30 | $1.7M | 12k | 151.32 |
| 2019-06-30 | $2.0M | 13k | 155.50 |
| 2019-03-31 | $1.9M | 13k | 153.11 |
| 2018-12-31 | $1.4M | 11k | 133.92 |
| 2018-09-30 | $1.8M | 11k | 168.58 |
| 2018-06-30 | $1.2M | 7.3k | 163.82 |
| 2018-03-31 | $908k | 6.0k | 151.81 |
| 2017-12-31 | $800k | 5.2k | 152.41 |
| 2017-09-30 | $667k | 4.5k | 148.22 |
| 2017-06-30 | $626k | 4.4k | 140.99 |
| 2017-03-31 | $600k | 4.4k | 137.43 |
| 2016-12-31 | $487k | 3.6k | 134.72 |
| 2016-09-30 | $335k | 2.7k | 124.21 |
| 2016-06-30 | $288k | 2.5k | 114.97 |
| 2016-03-31 | $271k | 2.5k | 110.61 |
| 2015-12-31 | $275k | 2.4k | 112.75 |
| 2015-09-30 | $248k | 2.3k | 109.40 |
| 2015-06-30 | $290k | 2.3k | 124.89 |
| 2013-12-31 | $210k | 1.8k | 115.45 |