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	$14.1M	Hold	113,200	–	–	2.28%	12
2026 Q1	$18.9M	Buy	+113,200	New	+$12.8M	3.48%	9

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return