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iShares Russell 3000 Index shares owned by Patten & Patten

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Patten & Patten from 13F filings

Historical chart of Patten & 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 & Patten consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Patten & Patten

Quarter filed Position value Share count Share price at filing
2025-09-30 $776k 2.0k 378.94
2014-03-31 $803k 7.2k 112.31
2013-12-31 $913k 8.3k 110.67