IXN — Ishares S&P Global Tech Sector COM

Ownership history in PATTEN & PATTEN INC/TN  ·  76 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in Ishares S&P Global Tech Sector COM (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
3.36% (2025 Q4)
Avg. % of fund
1.46%
First filed
2007 Q1
Last filed
2025 Q4
Quarters held
76
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 545,249 +15,285 +2.9% 3.36% $57.3M $105.00
2025 Q3 ADDED 529,964 +23,330 +4.6% 3.21% $54.7M $102.28
2025 Q2 ADDED 506,634 +18,741 +3.8% 3.03% $46.8M $91.51
2025 Q1 ADDED 487,893 +17,984 +3.8% 2.47% $37.0M $74.92
72 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% 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% Newbridge Financial Services Group, Inc. 3Y 1.62%
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