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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
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

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 FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Royal Bank of Canada
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Bank of America Corporation
Wells Fargo & Company
Ascension Capital Advisors
Goldman Sachs Group
UBS Group
Partners Capital Investment Group
Citadel Advisors
Plan Group Financial

View all funds holding iShares FTSE NAREIT Resi Plus Capp