SFG
Sunburst Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Hold |
18,254
| – | – | 0.88% | 21 |
|
|
2025
Q1 | $3.64M | Sell |
18,254
-71
| -0.4% | -$14.2K | 0.89% | 20 |
|
|
2024
Q4 | $4.05M | Sell |
18,325
-410
| -2% | -$90.6K | 1% | 20 |
|
|
2024
Q3 | $4.14M | Sell |
18,735
-34
| -0.2% | -$7.51K | 1.05% | 20 |
|
|
2024
Q2 | $3.81M | Sell |
18,769
-45
| -0.2% | -$9.13K | 1.03% | 22 |
|
|
2024
Q1 | $3.92M | Sell |
18,814
-60
| -0.3% | -$12.5K | 1.11% | 19 |
|
|
2023
Q4 | $3.79M | Hold |
18,874
| – | – | 1.17% | 18 |
|
|
2023
Q3 | $3.34M | Buy |
18,874
+16
| +0.1% | +$2.83K | 1.18% | 18 |
|
|
2023
Q2 | $3.53M | Hold |
18,858
| – | – | 1.23% | 19 |
|
|
2023
Q1 | $3.36M | Hold |
18,858
| – | – | 1.24% | 19 |
|
|
2022
Q4 | $3.29M | Buy |
18,858
+71
| +0.4% | +$12.4K | 1.31% | 17 |
|
|
2022
Q3 | $3.1M | Sell |
18,787
-85
| -0.5% | -$14K | 1.5% | 15 |
|
|
2022
Q2 | $3.2M | Buy |
18,872
+182
| +1% | +$30.8K | 1.53% | 14 |
|
|
2022
Q1 | $3.84M | Sell |
18,690
-4
| -0% | -$821 | 1.89% | 12 |
|
|
2021
Q4 | $4.16M | Sell |
18,694
-11
| -0.1% | -$2.45K | 2.11% | 12 |
|
|
2021
Q3 | $4.09M | Hold |
18,705
| – | – | 2.54% | 11 |
|
|
2021
Q2 | $4.29M | Hold |
18,705
| – | – | 2.73% | 11 |
|
|
2021
Q1 | $4.13M | Sell |
18,705
-31
| -0.2% | -$6.85K | 2.88% | 11 |
|
|
2020
Q4 | $3.67M | Hold |
18,736
| – | – | 2.77% | 11 |
|
|
2020
Q3 | $2.81M | Sell |
18,736
-218
| -1% | -$32.6K | 2.37% | 11 |
|
|
2020
Q2 | $2.71M | Sell |
18,954
-1,308
| -6% | -$187K | 2.46% | 11 |
|
|
2020
Q1 | $2.32M | Sell |
20,262
-12
| -0.1% | -$1.37K | 2.45% | 11 |
|
|
2019
Q4 | $3.36M | Buy |
+20,274
| New | +$3.36M | 2.93% | 11 |
|