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Pacific Sun Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Pacific Sun Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-22,964
Closed -$3.5M – 159
2017
Q4 		$3.5M Buy
+22,964
New +$3.45M 1.92% 14

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pacific Sun Financial's IWM Position: Q1 2018 in Review

Pacific Sun Financial sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 22,964 shares — an estimated $3.5M sold.

Pacific Sun Financial first reported a position in IWM in Q4 2017 and held it in 1 quarter. The position peaked at $3.5M in Q4 2017. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

  • Pacific Sun Financial reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 22,964 iShares Russell 2000 ETF shares in Q1 2018, an estimated $3.5M.
  • Pacific Sun Financial first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's iShares Russell 2000 ETF position peaked at $3.5M in Q4 2017.
  • 1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.