Sunburst Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Hold |
44,257
| – | – | 4.21% | 7 |
|
|
2025
Q1 | $16M | Sell |
44,257
-70
| -0.2% | -$25.3K | 3.92% | 7 |
|
|
2024
Q4 | $17.8M | Sell |
44,327
-2,474
| -5% | -$994K | 4.4% | 7 |
|
|
2024
Q3 | $17.6M | Sell |
46,801
-4,674
| -9% | -$1.75M | 4.45% | 7 |
|
|
2024
Q2 | $18.8M | Sell |
51,475
-1,500
| -3% | -$547K | 5.09% | 7 |
|
|
2024
Q1 | $17.8M | Sell |
52,975
-90
| -0.2% | -$30.3K | 5.05% | 6 |
|
|
2023
Q4 | $16.1M | Hold |
53,065
| – | – | 4.98% | 6 |
|
|
2023
Q3 | $14.1M | Hold |
53,065
| – | – | 4.98% | 5 |
|
|
2023
Q2 | $14.6M | Hold |
53,065
| – | – | 5.1% | 5 |
|
|
2023
Q1 | $13M | Hold |
53,065
| – | – | 4.78% | 6 |
|
|
2022
Q4 | $11.4M | Buy |
53,065
+90
| +0.2% | +$19.3K | 4.53% | 6 |
|
|
2022
Q3 | $11.1M | Sell |
52,975
-275
| -0.5% | -$57.9K | 5.4% | 6 |
|
|
2022
Q2 | $11.6M | Buy |
53,250
+763
| +1% | +$167K | 5.58% | 5 |
|
|
2022
Q1 | $14.6M | Sell |
52,487
-5,367
| -9% | -$1.49M | 7.19% | 4 |
|
|
2021
Q4 | $17.7M | Buy |
57,854
+40
| +0.1% | +$12.2K | 8.97% | 4 |
|
|
2021
Q3 | $15.8M | Buy |
57,814
+393
| +0.7% | +$108K | 9.82% | 4 |
|
|
2021
Q2 | $15.6M | Buy |
57,421
+430
| +0.8% | +$117K | 9.93% | 4 |
|
|
2021
Q1 | $13.9M | Sell |
56,991
-7,566
| -12% | -$1.84M | 9.65% | 4 |
|
|
2020
Q4 | $15.6M | Sell |
64,557
-9,193
| -12% | -$2.22M | 11.73% | 2 |
|
|
2020
Q3 | $16M | Hold |
73,750
| – | – | 13.54% | 1 |
|
|
2020
Q2 | $14.2M | Sell |
73,750
-1,531
| -2% | -$294K | 12.82% | 1 |
|
|
2020
Q1 | $11.3M | Hold |
75,281
| – | – | 11.98% | 1 |
|
|
2019
Q4 | $13.2M | Buy |
+75,281
| New | +$13.2M | 11.57% | 1 |
|