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

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $633k 8.7k 72.55
2023-12-31 $591k 8.7k 67.72
2023-09-30 $529k 8.7k 60.59
2023-06-30 $533k 8.6k 61.88
2022-12-31 $529k 8.5k 62.05
2022-09-30 $475k 8.5k 55.92
2022-06-30 $554k 9.3k 59.41
2022-03-31 $587k 8.5k 68.94
2021-12-31 $566k 8.3k 68.23
2021-09-30 $502k 7.9k 63.26
2020-09-30 $365k 2.8k 131.06
2020-06-30 $364k 2.9k 126.17
2020-03-31 $315k 2.9k 106.96
2019-12-31 $422k 2.5k 168.80
2019-09-30 $386k 2.4k 160.83
2019-06-30 $320k 2.0k 157.25

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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 Aerospace Defn (PPA)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Spdr Ser Tr Aerospace Def (XAR)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)

View all positions for Pacific Sun Financial Corp

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx