SFG
Sunburst Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54M | Buy |
107,230
+2,958
| +3% | +$236K | 1.91% | 12 |
|
|
2025
Q1 | $7.72M | Buy |
104,272
+2,135
| +2% | +$158K | 1.9% | 12 |
|
|
2024
Q4 | $7.78M | Buy |
102,137
+1,980
| +2% | +$151K | 1.92% | 12 |
|
|
2024
Q3 | $7.61M | Buy |
100,157
+7,235
| +8% | +$550K | 1.93% | 12 |
|
|
2024
Q2 | $6.51M | Buy |
92,922
+6,181
| +7% | +$433K | 1.77% | 15 |
|
|
2024
Q1 | $6.28M | Buy |
86,741
+4,715
| +6% | +$341K | 1.78% | 16 |
|
|
2023
Q4 | $5.51M | Buy |
82,026
+12,086
| +17% | +$811K | 1.7% | 14 |
|
|
2023
Q3 | $4.18M | Buy |
69,940
+3,089
| +5% | +$185K | 1.47% | 16 |
|
|
2023
Q2 | $4.23M | Buy |
66,851
+1,147
| +2% | +$72.6K | 1.48% | 18 |
|
|
2023
Q1 | $3.98M | Buy |
65,704
+3,373
| +5% | +$205K | 1.47% | 17 |
|
|
2022
Q4 | $3.66M | Buy |
62,331
+7,257
| +13% | +$426K | 1.46% | 16 |
|
|
2022
Q3 | $2.97M | Buy |
55,074
+8,566
| +18% | +$461K | 1.44% | 16 |
|
|
2022
Q2 | $2.62M | Buy |
46,508
+33,706
| +263% | +$1.9M | 1.26% | 17 |
|
|
2022
Q1 | $862K | Buy |
+12,802
| New | +$862K | 0.43% | 28 |
|