IWF — ISHARES TR

Ownership history in Patten Group, Inc.  ·  45 quarters on record

This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in ISHARES TR (IWF). 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
2.34% (2020 Q3)
Avg. % of fund
1.77%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,994 +2,599 +11.6% 2.19% $11.8M $472.88
2025 Q3 REDUCED 22,395 -349 -1.5% 2.04% $10.5M $467.53
2025 Q2 REDUCED 22,744 -481 -2.1% 2.04% $9.7M $423.39
2025 Q1 REDUCED 23,225 -1,113 -4.6% 1.92% $8.4M $359.72
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)

Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Bluesphere Advisors LLC 3Y 17.31% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4%
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