Sunburst Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.83M | Hold |
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|
2025
Q2 | $7.47M | Hold |
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2025
Q1 | $7.23M | Hold |
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|
2024
Q4 | $7.12M | Hold |
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|
2024
Q3 | $7.3M | Hold |
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|
2024
Q2 | $6.71M | Hold |
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|
2024
Q1 | $6.85M | Hold |
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|
2023
Q4 | $6.35M | Hold |
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|
2023
Q3 | $5.84M | Hold |
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|
2023
Q2 | $6.07M | Hold |
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|
2023
Q1 | $5.85M | Hold |
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|
2022
Q4 | $5.83M | Hold |
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|
2022
Q3 | $5.23M | Sell |
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|
2022
Q2 | $5.67M | Hold |
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|
2022
Q1 | $6.49M | Hold |
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|
2021
Q4 | $6.56M | Hold |
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|
2021
Q3 | $6.12M | Hold |
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|
2021
Q2 | $6.2M | Buy |
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|
2021
Q1 | $5.83M | Hold |
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|
2020
Q4 | $5.26M | Hold |
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|
2020
Q3 | $4.54M | Hold |
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|
2020
Q2 | $4.33M | Hold |
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|
2020
Q1 | $3.81M | Hold |
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|
2019
Q4 | $5.25M | Buy |
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