IPAC — ISHARES CORE MSCI PACIFIC ETF

Ownership history in VALLEY WEALTH MANAGERS, INC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. reported a position in ISHARES CORE MSCI PACIFIC ETF (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
0.82% (2025 Q4)
Avg. % of fund
0.61%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 173,738 +11,008 +6.8% 0.82% $12.7M $73.21
2025 Q3 ADDED 162,730 +4,059 +2.6% 0.79% $11.9M $71.18
2025 Q2 REDUCED 158,671 -6,117 -3.7% 0.78% $10.9M $66.60
2025 Q1 ADDED 164,788 +13,225 +8.7% 0.78% $10.3M $59.58
6 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% ORBA Wealth Advisors, L.L.C. 0.71% Columbus Macro, LLC 3Y 7Y 0.7%
← Back to VALLEY WEALTH MANAGERS, INC. Holdings