PANORAMIC INVESTMENT ADVISORS, LLC ISCV — ISHARES TR

Ownership history in PANORAMIC INVESTMENT ADVISORS, LLC  ·  10 quarters on record

AI Ownership Summary

PANORAMIC INVESTMENT ADVISORS, LLC reported ISHARES TR (ISCV) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.69% in 2023 Q4. The latest visible filing shows ISCV at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISCV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PANORAMIC INVESTMENT ADVISORS, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ISCV was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ISCV stock page PANORAMIC INVESTMENT ADVISORS, LLC fund profile PANORAMIC INVESTMENT ADVISORS, LLC full holdings
How PANORAMIC INVESTMENT ADVISORS, LLC held ISCV — position size vs. price
% of Fund (quarterly)    ISCV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 13,525 +83 +0.6% 0.50% $926K 2026-02-05 $72.07
2025 Q3 ADDED — — — 13,442 +62 +0.5% 0.50% $896K 2025-10-24 $66.64
2025 Q2 REDUCED — — — 13,380 -374 -2.7% 0.50% $821K 2025-08-07 $60.87
2025 Q1 ADDED — — — 13,754 +52 +0.4% 0.55% $816K 2025-05-07 $56.07
2024 Q4 ADDED — — — 13,702 +227 +1.7% 0.57% $869K 2025-01-24 $63.60
2024 Q3 ADDED — — — 13,475 +134 +1.0% 0.59% $855K 2024-10-31 $60.79
2024 Q1 REDUCED — — — 13,341 -182 -1.3% 0.60% $816K 2024-04-18 $53.63
2023 Q4 REDUCED 5.5% +2.8% ❌ 13,523 -781 -5.5% 0.69% $801K 2024-01-23 $54.80
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ISCV

As of 2026 Q1 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 10.59% GRANVILLE CAPITAL, INC. 4.33% MB Generational Wealth, LLC 3.38% Ipsen Advisor Group LLC 2.71% Matrix Trust Co 3Y 2.17% Twin Cities Retirement Group LLC 1.85% Viewpoint Capital Management LLC 3Y 1.47% John A. Wolfe & Associates, Inc. 0.55% Steele Capital Management, Inc. 0.54% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.47%

FAQ About PANORAMIC INVESTMENT ADVISORS, LLC and ISCV

These are the practical questions this page is built to answer before you even open the full history table.

How long has PANORAMIC INVESTMENT ADVISORS, LLC reported owning ISCV?

PANORAMIC INVESTMENT ADVISORS, LLC reported ISCV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ISCV position in PANORAMIC INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ISCV was 0.69% in 2023 Q4.

What is the latest reported ISCV position on this page?

The most recent filing on this page is 2025 Q4, when PANORAMIC INVESTMENT ADVISORS, LLC reported 13,525 shares, equal to 0.50% of portfolio, with an estimated market value of $926K.

What does the chart on this ISCV ownership page compare?

The chart compares PANORAMIC INVESTMENT ADVISORS, LLC's quarterly ISCV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PANORAMIC INVESTMENT ADVISORS, LLC time their ISCV position?

Based on 13F filing dates vs. subsequent ISCV price moves, PANORAMIC INVESTMENT ADVISORS, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on ISCV relative to SPY over the holding period was -2.5%.

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