Security National Bank’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Security National Bank’s Portfolio IPAC Stock Details IPAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Buy	20,066 +13,693	+215%	+$1.11M	0.2%	77
2026 Q1	$488K	Buy	6,373 +942	+17%	+$73.7K	0.07%	102
2025 Q4	$398K	Buy	5,431 +2,460	+83%	+$182K	0.06%	107
2025 Q3	$218K	Buy	2,971 +891	+43%	+$63.4K	0.03%	136
2025 Q2	$143K	Buy	+2,080	New	+$135K	0.02%	141

Other funds holding IPAC

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM