IPAC — ISHARES TR

Ownership history in Williams & Novak, LLC  ·  10 quarters on record

AI Ownership Summary

Williams & Novak, LLC reported ISHARES TR (IPAC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2024 Q1. The latest visible filing shows IPAC at 0.45% 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.

What this IPAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams & Novak, 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
2026 Q1

IPAC was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2024 Q1

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 2026 Q1

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.

IPAC stock page Williams & Novak, LLC fund profile Williams & Novak, LLC full holdings
How Williams & Novak, LLC held IPAC — position size vs. price
% of Fund (quarterly)    IPAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,766 -1,599 -17.1% 0.45% $607K 2026-04-21 $79.35
2025 Q4 REDUCED 9,365 -1,400 -13.0% 0.52% $686K 2026-02-05 $77.95
2025 Q3 UNCHANGED 10,765 — 0% 0.61% $790K 2025-10-30 $72.39
2025 Q2 REDUCED 10,765 -1,500 -12.2% 0.63% $740K 2025-07-24 $68.02
2025 Q1 UNCHANGED 12,265 — 0% 0.75% $763K 2025-05-15 $63.33
2024 Q4 UNCHANGED 12,265 — 0% 0.72% $749K 2025-01-23 $59.14
2024 Q3 UNCHANGED 12,265 — 0% 0.76% $817K 2024-10-07 $61.62
2024 Q2 REDUCED 12,265 -889 -6.8% 0.70% $751K 2024-07-12 $60.02
2024 Q1 UNCHANGED 13,154 — 0% 0.89% $783K 2024-04-16 $55.79
2023 Q4 INITIATED 13,154 — — 0.89% $783K 2024-01-26 $55.01

🏢 Other funds also holding IPAC

As of 2026 Q1 — sorted by position size

Blue Trust, Inc. 3Y 5.36% Roberts Financial Services LLC 3Y 7Y 5.11% Integris Wealth Management, LLC 3Y 1.34% Yoffe Investment Management, LLC 0.91% Columbus Macro, LLC 3Y 7Y 0.71% Global Financial Private Client, LLC 0.59% MATHER GROUP, LLC. 3Y 7Y 0.5% PRESILIUM PRIVATE WEALTH, LLC 3Y 0.39% Selby Wealth Management, LLC 0.28% BRIAN LOW FINANCIAL GROUP, LLC 0.16%

FAQ About Williams & Novak, LLC and IPAC

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

How long has Williams & Novak, LLC reported owning IPAC?

Williams & Novak, LLC reported IPAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IPAC position in Williams & Novak, LLC's portfolio?

The largest reported portfolio weight for IPAC was 0.89% in 2024 Q1.

What is the latest reported IPAC position on this page?

The most recent filing on this page is 2026 Q1, when Williams & Novak, LLC reported 7,766 shares, equal to 0.45% of portfolio, with an estimated market value of $607K.

What does the chart on this IPAC ownership page compare?

The chart compares Williams & Novak, LLC's quarterly IPAC 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.

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