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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
Q3 		$22.2M Sell
177,371
-7
-0% -$856 3.52% 9
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

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

Sunburst Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0% in Q3 2026, selling an estimated $856 and leaving 177,371 shares worth $22.2M. The position accounts for 3.52% of the portfolio, ranked #9.

Sunburst Financial Group first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Sunburst Financial Group held 177,371 shares of iShares Russell 1000 Growth ETF worth $22.2M as of Q3 2026.
  • Sunburst Financial Group sold 7 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $856.
  • iShares Russell 1000 Growth ETF made up 3.52% of Sunburst Financial Group's portfolio in Q3 2026, its #9 holding.
  • Sunburst Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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