iShares Russell 2000 Value Index shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $380k | 2.3k | 166.84 |
| 2024-06-30 | $359k | 2.4k | 152.30 |
| 2024-03-31 | $375k | 2.4k | 158.79 |
| 2023-12-31 | $382k | 2.5k | 155.33 |
| 2023-09-30 | $371k | 2.7k | 135.57 |
| 2023-06-30 | $385k | 2.7k | 140.82 |
| 2023-03-31 | $371k | 2.7k | 137.02 |
| 2022-12-31 | $386k | 2.8k | 138.85 |
| 2022-09-30 | $356k | 2.8k | 128.75 |
| 2022-06-30 | $378k | 2.8k | 135.97 |
| 2022-03-31 | $497k | 3.1k | 161.36 |
| 2021-12-31 | $511k | 3.1k | 165.91 |
| 2021-09-30 | $506k | 3.2k | 160.38 |
| 2021-06-30 | $523k | 3.2k | 165.77 |
| 2021-03-31 | $507k | 3.2k | 159.43 |
| 2020-12-31 | $419k | 3.2k | 131.76 |
| 2020-09-30 | $323k | 3.3k | 99.23 |
| 2020-06-30 | $363k | 3.7k | 97.45 |
| 2020-03-31 | $313k | 3.8k | 82.04 |
| 2019-12-31 | $500k | 3.9k | 128.53 |
| 2019-09-30 | $524k | 4.4k | 119.36 |
| 2019-06-30 | $538k | 4.5k | 120.49 |
| 2019-03-31 | $574k | 4.8k | 119.96 |
| 2018-12-31 | $517k | 4.8k | 107.48 |
| 2018-09-30 | $523k | 3.9k | 132.91 |
| 2018-06-30 | $395k | 3.0k | 131.89 |
| 2018-03-31 | $365k | 3.0k | 121.87 |
| 2017-12-31 | $384k | 3.1k | 125.70 |
| 2017-09-30 | $404k | 3.3k | 124.12 |
| 2017-06-30 | $420k | 3.5k | 118.98 |
| 2017-03-31 | $314k | 2.7k | 118.05 |
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