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iShares FTSE NAREIT Resi Plus Capp shares owned by Pacific Sun Financial Corp

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Pacific Sun Financial Corp from 13F filings

Historical chart of Pacific Sun Financial Corp investment in iShares FTSE NAREIT Resi Plus Capp

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All positions including iShares FTSE NAREIT Resi Plus Capp 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 FTSE NAREIT Resi Plus Capp by Pacific Sun Financial Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 25k 88.82
2024-06-30 $1.9M 25k 76.99
2024-03-31 $1.8M 26k 72.07
2023-12-31 $1.9M 26k 73.52
2023-09-30 $1.8M 27k 65.95
2023-06-30 $2.0M 28k 70.62
2022-12-31 $1.9M 28k 68.34
2022-09-30 $2.2M 30k 71.82
2022-06-30 $2.5M 31k 80.00
2022-03-31 $3.0M 31k 95.92
2021-12-31 $3.0M 31k 98.23
2021-09-30 $2.6M 31k 85.56
2020-09-30 $2.0M 33k 60.98
2020-06-30 $2.0M 33k 60.09
2020-03-31 $1.8M 33k 55.21
2019-12-31 $2.4M 32k 75.33
2019-09-30 $2.5M 31k 79.48
2019-06-30 $2.3M 32k 72.91
2018-06-30 $2.2M 35k 64.13
2018-03-31 $2.2M 38k 57.65

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
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)
Spdr Ser Tr Aerospace Def (XAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)

View all positions for Pacific Sun Financial Corp

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Franklin, Parlapiano, Turner & Welch
Morgan Stanley
Aprio Wealth Management
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Christopher J. Hasenberg
Cornerstone Planning Group
Envestnet Asset Management
Procyon Private Wealth Partners
California Capital Advisors
Ascension Capital Advisors
LPL Financial
Mml Investors Services
Van Eck Associates Corp.
Cambridge Investment Research Advisors

View all funds holding iShares FTSE NAREIT Resi Plus Capp