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Sunburst Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sunburst Financial Group’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85M Sell
58,544
-815
-1% -$91.1K 1.11% 19
2026
Q1 		$5.67M Buy
59,359
+3,229
+6% +$328K 1.04% 21
2025
Q4 		$5.84M Sell
56,130
-279
-0.5% -$29.1K 1.18% 19
2025
Q3 		$5.88M Sell
56,409
-5,129
-8% -$515K 1.24% 18
2025
Q2 		$5.96M Sell
61,538
-164
-0.3% -$14.2K 1.34% 15
2025
Q1 		$5M Sell
61,702
-1,074
-2% -$95.2K 1.23% 17
2024
Q4 		$5.62M Sell
62,776
-22,224
-26% -$1.97M 1.39% 15
2024
Q3 		$7.14M Sell
85,000
-13,199
-13% -$1.07M 1.81% 15
2024
Q2 		$7.99M Sell
98,199
-14,818
-13% -$1.13M 2.17% 11
2024
Q1 		$8.53M Sell
113,017
-21,986
-16% -$1.58M 2.41% 11
2023
Q4 		$9.16M Sell
135,003
-5,488
-4% -$347K 2.83% 10
2023
Q3 		$8.38M Sell
140,491
-4,612
-3% -$287K 2.96% 9
2023
Q2 		$9.05M Sell
145,103
-1,438
-1% -$82.7K 3.16% 9
2023
Q1 		$8.11M Buy
146,541
+2,145
+1% +$112K 2.99% 9
2022
Q4 		$7.03M Buy
144,396
+47,321
+49% +$2.37M 2.8% 10
2022
Q3 		$4.68M Buy
97,075
+34,354
+55% +$1.86M 2.27% 12
2022
Q2 		$3.14M Buy
62,721
+19,807
+46% +$1.1M 1.51% 15
2022
Q1 		$2.79M Buy
42,914
+36,667
+587% +$2.34M 1.38% 15
2021
Q4 		$449K Buy
+6,247
New +$439K 0.23% 46

Other funds holding ILCG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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.