IPAC — ISHARES TR

Ownership history in Integris Wealth Management, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Integris Wealth Management, 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
2.08% (2022 Q4)
Avg. % of fund
1.59%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 77,956 -626 -0.8% 1.30% $5.7M $73.21
2025 Q3 REDUCED 78,582 -528 -0.7% 1.40% $5.8M $71.18
2025 Q2 REDUCED 79,110 -841 -1.1% 1.42% $5.4M $66.60
2025 Q1 REDUCED 79,951 -40 -0.1% 1.42% $5.0M $59.58
9 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% 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% Columbus Macro, LLC 3Y 7Y 0.7%
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