Sunburst Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
Other funds holding ILCG
LWM
IRC
MFG
GG
AWA
CAL
SRWM
TW
FFN
Sunburst Financial Group's ILCG Position: Q2 2026 in Review
Sunburst Financial Group reduced its iShares Morningstar Growth ETF (ILCG) stake by 1.4% in Q2 2026, selling an estimated $91.1K and leaving 58,544 shares worth $6.85M. The position accounts for 1.11% of the portfolio, ranked #19.
Sunburst Financial Group first reported a position in ILCG in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.16M in Q4 2023. 55 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.
- Sunburst Financial Group held 58,544 shares of iShares Morningstar Growth ETF worth $6.85M as of Q2 2026.
- Sunburst Financial Group sold 815 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $91.1K.
- iShares Morningstar Growth ETF made up 1.11% of Sunburst Financial Group's portfolio in Q2 2026, its #19 holding.
- Sunburst Financial Group first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
- Sunburst Financial Group's iShares Morningstar Growth ETF position peaked at $9.16M in Q4 2023.
- 55 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.
Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.