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Sunburst Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sunburst Financial Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.59M Hold
38,698
– – 1.52% 17
2026
Q2 		$9.38M Hold
38,698
– – 1.52% 16
2026
Q1 		$8.27M Buy
38,698
+247
+0.6% +$54.1K 1.52% 16
2025
Q4 		$8.09M Hold
38,451
– – 1.64% 14
2025
Q3 		$7.83M Hold
38,451
– – 1.65% 14
2025
Q2 		$7.47M Hold
38,451
– – 1.67% 13
2025
Q1 		$7.23M Hold
38,451
– – 1.78% 13
2024
Q4 		$7.12M Hold
38,451
– – 1.76% 13
2024
Q3 		$7.3M Hold
38,451
– – 1.85% 14
2024
Q2 		$6.71M Hold
38,451
– – 1.82% 14
2024
Q1 		$6.85M Hold
38,451
– – 1.94% 14
2023
Q4 		$6.35M Hold
38,451
– – 1.97% 13
2023
Q3 		$5.84M Hold
38,451
– – 2.06% 13
2023
Q2 		$6.07M Hold
38,451
– – 2.12% 14
2023
Q1 		$5.85M Hold
38,451
– – 2.16% 14
2022
Q4 		$5.83M Hold
38,451
– – 2.32% 12
2022
Q3 		$5.23M Sell
38,451
-625
-2% -$93.9K 2.53% 11
2022
Q2 		$5.67M Hold
39,076
– – 2.72% 11
2022
Q1 		$6.49M Hold
39,076
– – 3.2% 9
2021
Q4 		$6.56M Hold
39,076
– – 3.33% 8
2021
Q3 		$6.12M Hold
39,076
– – 3.79% 9
2021
Q2 		$6.2M Buy
39,076
+625
+2% +$98.9K 3.95% 9
2021
Q1 		$5.83M Hold
38,451
– – 4.06% 9
2020
Q4 		$5.26M Hold
38,451
– – 3.96% 9
2020
Q3 		$4.54M Hold
38,451
– – 3.84% 9
2020
Q2 		$4.33M Hold
38,451
– – 3.92% 9
2020
Q1 		$3.81M Hold
38,451
– – 4.03% 9
2019
Q4 		$5.25M Buy
+38,451
New +$5.07M 4.58% 8

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

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

Sunburst Financial Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 38,698 shares worth $9.59M. The position accounts for 1.52% of the portfolio, ranked #17.

Sunburst Financial Group first reported a position in IWD in Q4 2019 and has held it in 28 quarters since. 256 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Sunburst Financial Group held 38,698 shares of iShares Russell 1000 Value ETF worth $9.59M as of Q3 2026.
  • Sunburst Financial Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 1.52% of Sunburst Financial Group's portfolio in Q3 2026, its #17 holding.
  • Sunburst Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 28 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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