IPAC — ISHARES TR

Ownership history in Friedenthal Financial  ·  1 quarter on record

This page tracks every 13F SEC filing in which Friedenthal Financial 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 124 — — 0.00% $9K $71.18
% 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%
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