iShares Dow Jones US Financial Svc. shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 22k | 89.64 |
| 2025-06-30 | $1.9M | 22k | 85.60 |
| 2025-03-31 | $1.8M | 23k | 78.55 |
| 2024-12-31 | $1.8M | 23k | 77.81 |
| 2024-09-30 | $1.6M | 23k | 71.02 |
| 2024-06-30 | $1.5M | 23k | 65.21 |
| 2024-03-31 | $1.5M | 23k | 66.30 |
| 2023-12-31 | $1.4M | 7.9k | 179.21 |
| 2023-09-30 | $1.3M | 8.5k | 154.64 |
| 2023-06-30 | $1.3M | 8.5k | 157.99 |
| 2023-03-31 | $1.3M | 8.5k | 150.96 |
| 2022-12-31 | $1.3M | 8.5k | 157.56 |
| 2022-09-30 | $1.2M | 8.6k | 141.24 |
| 2022-06-30 | $1.3M | 8.6k | 148.20 |
| 2022-03-31 | $1.6M | 8.8k | 180.34 |
| 2021-12-31 | $1.7M | 8.9k | 193.07 |
| 2021-09-30 | $1.7M | 9.1k | 188.19 |
| 2021-06-30 | $1.7M | 9.1k | 185.23 |
| 2021-03-31 | $1.6M | 9.1k | 171.29 |
| 2020-12-31 | $1.4M | 9.4k | 150.06 |
| 2020-09-30 | $1.2M | 9.5k | 122.06 |
| 2020-06-30 | $1.1M | 9.4k | 119.43 |
| 2020-03-31 | $1.0M | 9.8k | 102.62 |
| 2019-12-31 | $1.5M | 10k | 151.83 |
| 2019-09-30 | $1.4M | 11k | 136.43 |
| 2019-06-30 | $1.5M | 11k | 133.86 |
| 2019-03-31 | $1.4M | 11k | 124.82 |
| 2018-12-31 | $1.2M | 11k | 112.23 |
| 2018-09-30 | $1.5M | 11k | 133.30 |
| 2018-06-30 | $1.4M | 11k | 129.60 |
| 2018-03-31 | $1.5M | 11k | 130.92 |
| 2017-12-31 | $1.5M | 11k | 130.47 |
| 2017-09-30 | $1.3M | 11k | 119.82 |
| 2017-06-30 | $1.3M | 11k | 113.38 |
| 2017-03-31 | $1.3M | 12k | 109.14 |
| 2016-12-31 | $1.3M | 12k | 106.24 |
| 2016-09-30 | $1.1M | 12k | 87.79 |
| 2016-06-30 | $979k | 12k | 80.61 |
| 2016-03-31 | $1000k | 12k | 81.10 |
| 2015-12-31 | $1.1M | 13k | 89.98 |
| 2015-09-30 | $1.0M | 12k | 85.50 |
| 2015-06-30 | $1.2M | 13k | 94.04 |
| 2015-03-31 | $1.1M | 13k | 89.51 |
| 2014-12-31 | $1.1M | 12k | 91.80 |
| 2014-09-30 | $1.0M | 12k | 86.13 |
| 2014-06-30 | $1.0M | 12k | 84.44 |
| 2014-03-31 | $1.0M | 12k | 84.87 |
| 2013-12-31 | $954k | 11k | 83.72 |
| 2013-09-30 | $840k | 11k | 74.14 |
| 2013-06-30 | $803k | 11k | 71.50 |
| 2013-03-31 | $720k | 11k | 66.15 |
| 2012-12-31 | $655k | 11k | 59.30 |
| 2012-09-30 | $601k | 11k | 55.70 |
| 2012-06-30 | $581k | 11k | 51.92 |
| 2012-03-31 | $571k | 10k | 57.21 |
| 2011-12-31 | $426k | 9.4k | 45.32 |
| 2011-09-30 | $352k | 8.6k | 41.05 |
| 2011-06-30 | $631k | 12k | 54.54 |
| 2011-03-31 | $630k | 11k | 58.58 |
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