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iShares Morningstar Small Value shares owned by Pacific Sun Financial Corp

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value 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 Small Value by Pacific Sun Financial Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $717k 12k 59.21
2023-09-30 $645k 12k 51.78
2023-06-30 $686k 13k 52.17
2022-12-31 $688k 13k 52.06
2022-09-30 $635k 13k 47.52
2022-06-30 $672k 13k 50.29
2022-03-31 $816k 14k 58.76
2021-12-31 $832k 14k 59.40
2021-09-30 $825k 15k 56.88
2020-09-30 $574k 5.4k 106.10
2020-06-30 $669k 6.5k 103.72
2020-03-31 $534k 6.3k 85.37
2019-12-31 $913k 6.4k 143.67
2019-09-30 $903k 6.8k 133.68
2019-06-30 $929k 6.8k 137.12
2018-06-30 $952k 6.1k 156.32
2018-03-31 $857k 6.0k 143.07

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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 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 Small Value

Vaughan And Company Securities
Bank of America Corporation
Matrix Trust
Steele Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Prosperity Consulting Group
Viewpoint Capital Management
Goldman Sachs Group

View all funds holding iShares Morningstar Small Value