Pacific Sun Financial Corp »

iShares Morningstar Mid Growth Idx shares owned by Pacific Sun Financial Corp

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Pacific Sun Financial Corp from 13F filings

Historical chart of Pacific Sun Financial Corp investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth Idx held by Pacific Sun Financial Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Pacific Sun Financial Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $816k 13k 64.45
2023-09-30 $736k 13k 57.13
2023-06-30 $746k 13k 57.56
2022-12-31 $669k 12k 53.88
2022-09-30 $602k 12k 50.40
2022-06-30 $522k 10k 51.95
2022-03-31 $424k 6.6k 64.29
2021-12-31 $488k 6.7k 73.27
2021-09-30 $458k 6.6k 68.96
2020-09-30 $370k 1.2k 320.35
2020-06-30 $339k 1.2k 293.51
2020-03-31 $252k 1.2k 218.18
2019-12-31 $304k 1.2k 263.20
2019-09-30 $281k 1.2k 243.29
2019-06-30 $291k 1.2k 251.95
2018-06-30 $270k 1.2k 227.46
2018-03-31 $249k 1.2k 209.77

More positions owned by Pacific Sun Financial Corp

Apple (AAPL)
First Tr Exchange-traded Dj Internt Idx (FDN)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&P SML 600 GWT (IJT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)
Spdr Ser Tr Aerospace Def (XAR)
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Stap (PSCC)

View all positions for Pacific Sun Financial Corp

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Raymond James Financial Services Advisors
Creative Financial Designs
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx