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Sunburst Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sunburst Financial Group’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22M Sell
177,378
-110
-0.1% -$13.3K 3.57% 10
2026
Q1 		$18.9M Buy
177,488
+460
+0.3% +$52.2K 3.48% 8
2025
Q4 		$20.9M Hold
177,028
– – 4.24% 8
2025
Q3 		$20.7M Hold
177,028
– – 4.37% 7
2025
Q2 		$18.8M Hold
177,028
– – 4.21% 7
2025
Q1 		$16M Sell
177,028
-280
-0.2% -$27.6K 3.92% 7
2024
Q4 		$17.8M Sell
177,308
-9,896
-5% -$973K 4.4% 7
2024
Q3 		$17.6M Sell
187,204
-18,696
-9% -$1.7M 4.45% 7
2024
Q2 		$18.8M Sell
205,900
-6,000
-3% -$512K 5.09% 7
2024
Q1 		$17.8M Sell
211,900
-360
-0.2% -$29K 5.05% 6
2023
Q4 		$16.1M Hold
212,260
– – 4.98% 6
2023
Q3 		$14.1M Hold
212,260
– – 4.98% 5
2023
Q2 		$14.6M Hold
212,260
– – 5.1% 5
2023
Q1 		$13M Hold
212,260
– – 4.78% 6
2022
Q4 		$11.4M Buy
212,260
+360
+0.2% +$19.8K 4.53% 6
2022
Q3 		$11.1M Sell
211,900
-1,100
-0.5% -$64.7K 5.4% 6
2022
Q2 		$11.6M Buy
213,000
+3,052
+1% +$183K 5.58% 5
2022
Q1 		$14.6M Sell
209,948
-21,468
-9% -$1.47M 7.19% 4
2021
Q4 		$17.7M Buy
231,416
+160
+0.1% +$11.9K 8.97% 4
2021
Q3 		$15.8M Buy
231,256
+1,572
+0.7% +$111K 9.82% 4
2021
Q2 		$15.6M Buy
229,684
+1,720
+0.8% +$111K 9.93% 4
2021
Q1 		$13.9M Sell
227,964
-30,264
-12% -$1.84M 9.65% 4
2020
Q4 		$15.6M Sell
258,228
-36,772
-12% -$2.09M 11.73% 2
2020
Q3 		$16M Hold
295,000
– – 13.54% 1
2020
Q2 		$14.2M Sell
295,000
-6,124
-2% -$270K 12.82% 1
2020
Q1 		$11.3M Hold
301,124
– – 11.98% 1
2019
Q4 		$13.2M Buy
+301,124
New +$12.6M 11.57% 1

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sunburst Financial Group's IWF Position: Q2 2026 in Review

Sunburst Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q2 2026, selling an estimated $13.3K and leaving 177,378 shares worth $22M. The position accounts for 3.57% of the portfolio, ranked #10.

Sunburst Financial Group first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sunburst Financial Group held 177,378 shares of iShares Russell 1000 Growth ETF worth $22M as of Q2 2026.
  • Sunburst Financial Group sold 110 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $13.3K.
  • iShares Russell 1000 Growth ETF made up 3.57% of Sunburst Financial Group's portfolio in Q2 2026, its #10 holding.
  • Sunburst Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.