iShares Russell 3000 Index shares owned by Patten
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Patten
from 13F filings
Historical chart of Patten investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Patten consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $350k | 1.1k | 326.73 |
| 2024-06-30 | $330k | 1.1k | 308.67 |
| 2024-03-31 | $321k | 1.1k | 300.08 |
| 2023-12-31 | $293k | 1.1k | 273.74 |
| 2023-09-30 | $262k | 1.1k | 245.06 |
| 2023-06-30 | $276k | 1.1k | 254.48 |
| 2023-03-31 | $255k | 1.1k | 235.41 |
| 2022-12-31 | $239k | 1.1k | 220.68 |
| 2022-09-30 | $250k | 1.2k | 210.97 |
| 2022-06-30 | $269k | 1.2k | 224.54 |
| 2022-03-31 | $314k | 1.2k | 262.10 |
| 2021-12-31 | $417k | 1.5k | 277.26 |
| 2021-09-30 | $396k | 1.6k | 254.66 |
| 2021-06-30 | $388k | 1.5k | 255.60 |
| 2021-03-31 | $355k | 1.5k | 236.98 |
| 2020-12-31 | $335k | 1.5k | 223.63 |
| 2020-09-30 | $330k | 1.7k | 195.50 |
| 2020-06-30 | $301k | 1.7k | 179.92 |
| 2020-03-31 | $248k | 1.7k | 148.33 |
| 2019-12-31 | $338k | 1.8k | 188.62 |
| 2019-09-30 | $334k | 1.9k | 173.78 |
| 2019-06-30 | $861k | 5.0k | 172.34 |
| 2019-03-31 | $1.1M | 6.6k | 166.64 |
| 2018-12-31 | $840k | 5.7k | 146.96 |
| 2018-09-30 | $1.1M | 6.1k | 172.32 |
| 2018-06-30 | $970k | 6.0k | 162.34 |
| 2018-03-31 | $815k | 5.2k | 156.28 |
| 2017-12-31 | $760k | 4.8k | 158.14 |
| 2017-09-30 | $717k | 1.6k | 459.91 |
| 2017-06-30 | $702k | 4.8k | 146.25 |
| 2017-03-31 | $650k | 4.7k | 139.34 |
| 2016-12-31 | $676k | 5.0k | 136.15 |
| 2016-09-30 | $664k | 5.3k | 126.02 |
| 2016-06-30 | $665k | 5.4k | 124.02 |
| 2016-03-31 | $622k | 5.1k | 120.86 |
| 2015-12-31 | $182k | 1.5k | 120.31 |
| 2015-09-30 | $121k | 1.1k | 113.89 |
| 2015-03-31 | $886k | 7.2k | 123.92 |
| 2014-12-31 | $874k | 7.2k | 122.24 |