IPAC — ISHARES TR

Ownership history in Columbus Macro, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Columbus Macro, LLC reported a position in ISHARES TR (IPAC). 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
1.38% (2024 Q3)
Avg. % of fund
1.01%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 86,838 -148 -0.2% 0.70% $6.4M $73.21
2025 Q3 REDUCED 86,986 -2,004 -2.3% 0.73% $6.4M $71.18
2025 Q2 REDUCED 88,990 -32,042 -26.5% 0.75% $6.1M $66.60
2025 Q1 ADDED 121,032 +2,594 +2.2% 0.99% $7.5M $59.58
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IPAC price (monthly, adj. close)

Other funds also holding IPAC

As of 2025 Q4 — sorted by position size

Roberts Financial Services LLC 3Y 7Y 3.19% Elm Partners Management LLC 3Y 7Y 1.63% GREENWOOD CAPITAL ASSOCIATES LLC 3Y 7Y 1.41% Integris Wealth Management, LLC 3Y 1.3% Blue Edge Capital, LLC 3Y 7Y 1.27% Millington Financial Advisors, LLC 3Y 1.04% Dogwood Wealth Management LLC 0.98% Denver PWM, LLC 3Y 7Y 0.87% VALLEY WEALTH MANAGERS, INC. 3Y 7Y 0.82% ORBA Wealth Advisors, L.L.C. 0.71%
← Back to Columbus Macro, LLC Holdings