iShares Dow Jones US Financial shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 117k | 126.64 |
| 2025-06-30 | $14M | 118k | 120.99 |
| 2025-03-31 | $13M | 118k | 112.85 |
| 2024-12-31 | $13M | 120k | 110.58 |
| 2024-09-30 | $13M | 124k | 103.90 |
| 2024-06-30 | $12M | 124k | 94.57 |
| 2024-03-31 | $12M | 128k | 95.65 |
| 2023-12-31 | $11M | 125k | 85.41 |
| 2023-09-30 | $9.6M | 128k | 74.76 |
| 2023-06-30 | $9.6M | 129k | 74.61 |
| 2023-03-31 | $9.4M | 132k | 71.14 |
| 2022-12-31 | $10M | 134k | 75.47 |
| 2022-09-30 | $9.1M | 135k | 67.55 |
| 2022-06-30 | $9.6M | 138k | 69.98 |
| 2022-03-31 | $12M | 140k | 84.53 |
| 2021-12-31 | $12M | 140k | 86.69 |
| 2021-09-30 | $12M | 142k | 82.55 |
| 2021-06-30 | $11M | 141k | 81.05 |
| 2021-03-31 | $11M | 140k | 74.87 |
| 2020-12-31 | $9.5M | 142k | 66.77 |
| 2020-09-30 | $8.3M | 73k | 113.48 |
| 2020-06-30 | $8.0M | 73k | 110.15 |
| 2020-03-31 | $7.2M | 74k | 97.28 |
| 2019-12-31 | $11M | 80k | 137.78 |
| 2019-09-30 | $10M | 81k | 128.73 |
| 2019-06-30 | $11M | 84k | 125.60 |
| 2019-03-31 | $10M | 84k | 118.13 |
| 2018-12-31 | $9.3M | 88k | 106.37 |
| 2018-09-30 | $11M | 91k | 121.48 |
| 2018-06-30 | $11M | 92k | 117.19 |
| 2018-03-31 | $12M | 99k | 117.81 |
| 2017-12-31 | $12M | 98k | 119.43 |
| 2017-09-30 | $11M | 97k | 112.12 |
| 2017-06-30 | $11M | 100k | 107.52 |
| 2017-03-31 | $10M | 100k | 104.05 |
| 2016-12-31 | $10M | 100k | 101.46 |
| 2016-09-30 | $8.7M | 97k | 90.00 |
| 2016-06-30 | $8.4M | 97k | 85.94 |
| 2016-03-31 | $8.4M | 99k | 84.60 |
| 2015-12-31 | $8.8M | 99k | 88.38 |
| 2015-09-30 | $8.6M | 103k | 84.11 |
| 2015-06-30 | $9.3M | 104k | 89.74 |
| 2015-03-31 | $9.5M | 107k | 89.05 |
| 2014-12-31 | $10M | 113k | 90.20 |
| 2014-09-30 | $9.4M | 113k | 83.72 |
| 2014-06-30 | $9.6M | 115k | 83.14 |
| 2014-03-31 | $9.4M | 115k | 81.76 |
| 2013-12-31 | $9.3M | 116k | 80.16 |
| 2013-09-30 | $8.4M | 115k | 73.28 |
| 2013-06-30 | $8.6M | 120k | 71.53 |
| 2013-03-31 | $8.2M | 121k | 67.86 |
| 2012-12-31 | $7.5M | 123k | 60.70 |
| 2012-09-30 | $8.0M | 137k | 58.31 |
| 2012-06-30 | $7.6M | 137k | 55.28 |
| 2012-03-31 | $8.0M | 138k | 58.52 |
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