IXN — Ishares Global Tec

Ownership history in CHARTIST INC /CA/  ·  12 quarters on record

This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in Ishares Global Tec (IXN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2024 Q4)
Avg. % of fund
0.14%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,049 -1,989 -49.3% 0.15% $215K $105.00
2024 Q4 UNCHANGED 4,038 — 0% 0.18% $342K $83.83
2024 Q3 UNCHANGED 4,038 — 0% 0.17% $333K $81.45
2024 Q2 UNCHANGED 4,038 — 0% 0.17% $334K $81.73
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXN price (monthly, adj. close)

Other funds also holding IXN

As of 2025 Q4 — sorted by position size

Portfolio Strategies, Inc. 3Y 7Y 11.38% VAUGHAN & Co SECURITIES, INC. 3Y 4.96% PATTEN & PATTEN INC/TN 3Y 7Y 3.36% New Insight Wealth Advisors 3.34% Shira Ridge Wealth Management 3Y 2.99% Summit Wealth Group, LLC 3Y 2.38% DEFINED WEALTH MANAGEMENT, LLC 3Y 2.11% Flagship Private Wealth, LLC 3Y 2.08% Vickerman Investment Advisors, Inc. 3Y 2.07% Cardinal Strategic Wealth Guidance 3Y 2.05%
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