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Sunburst Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Sunburst Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.71M Sell
8,764
-245
-3% -$187K 1.06% 20
2026
Q2 		$6.75M Sell
9,009
-4
-0% -$2.91K 1.09% 20
2026
Q1 		$5.89M Sell
9,013
-46
-0.5% -$31.4K 1.08% 20
2025
Q4 		$6.2M Sell
9,059
-66
-0.7% -$44.8K 1.26% 17
2025
Q3 		$6.11M Buy
9,125
+14
+0.2% +$9.02K 1.29% 16
2025
Q2 		$5.66M Buy
9,111
+56
+0.6% +$32.2K 1.27% 17
2025
Q1 		$5.09M Sell
9,055
-175
-2% -$103K 1.25% 15
2024
Q4 		$5.43M Sell
9,230
-4,197
-31% -$2.48M 1.34% 17
2024
Q3 		$7.75M Sell
13,427
-534
-4% -$297K 1.96% 11
2024
Q2 		$7.64M Sell
13,961
-1,494
-10% -$786K 2.07% 13
2024
Q1 		$8.11M Sell
15,455
-75
-0.5% -$37.5K 2.29% 12
2023
Q4 		$7.42M Sell
15,530
-124
-0.8% -$55.5K 2.3% 12
2023
Q3 		$6.72M Hold
15,654
– – 2.37% 12
2023
Q2 		$6.98M Sell
15,654
-39
-0.2% -$16.4K 2.43% 11
2023
Q1 		$6.45M Sell
15,693
-297
-2% -$119K 2.38% 12
2022
Q4 		$6.14M Buy
15,990
+221
+1% +$85.3K 2.45% 11
2022
Q3 		$5.66M Sell
15,769
-78
-0.5% -$31.1K 2.74% 10
2022
Q2 		$6.01M Buy
15,847
+797
+5% +$328K 2.88% 10
2022
Q1 		$6.83M Sell
15,050
-490
-3% -$219K 3.37% 8
2021
Q4 		$7.41M Sell
15,540
-2,602
-14% -$1.2M 3.76% 7
2021
Q3 		$7.82M Sell
18,142
-457
-2% -$203K 4.84% 7
2021
Q2 		$8M Sell
18,599
-983
-5% -$412K 5.09% 7
2021
Q1 		$7.79M Sell
19,582
-1,007
-5% -$390K 5.43% 7
2020
Q4 		$7.73M Sell
20,589
-1,678
-8% -$597K 5.82% 7
2020
Q3 		$7.48M Sell
22,267
-1,233
-5% -$410K 6.33% 7
2020
Q2 		$7.28M Sell
23,500
-357
-1% -$105K 6.59% 8
2020
Q1 		$6.17M Sell
23,857
-448
-2% -$137K 6.51% 8
2019
Q4 		$7.86M Buy
+24,305
New +$7.52M 6.86% 7

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Sunburst Financial Group's IVV Position: Q3 2026 in Review

Sunburst Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q3 2026, selling an estimated $187K and leaving 8,764 shares worth $6.71M. The position accounts for 1.06% of the portfolio, ranked #20.

Sunburst Financial Group first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.11M in Q1 2024. 587 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Sunburst Financial Group held 8,764 shares of iShares Core S&P 500 ETF worth $6.71M as of Q3 2026.
  • Sunburst Financial Group sold 245 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $187K.
  • iShares Core S&P 500 ETF made up 1.06% of Sunburst Financial Group's portfolio in Q3 2026, its #20 holding.
  • Sunburst Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's iShares Core S&P 500 ETF position peaked at $8.11M in Q1 2024.
  • 587 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.