Sunburst Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.42M | Hold |
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|
2025
Q2 | $3.94M | Hold |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $4.05M | Sell |
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|
2024
Q3 | $4.14M | Sell |
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|
2024
Q2 | $3.81M | Sell |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $3.79M | Hold |
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|
2023
Q3 | $3.34M | Buy |
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|
2023
Q2 | $3.53M | Hold |
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|
2023
Q1 | $3.36M | Hold |
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|
2022
Q4 | $3.29M | Buy |
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|
2022
Q3 | $3.1M | Sell |
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|
2022
Q2 | $3.2M | Buy |
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|
2022
Q1 | $3.84M | Sell |
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|
2021
Q4 | $4.16M | Sell |
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|
2021
Q3 | $4.09M | Hold |
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|
2021
Q2 | $4.29M | Hold |
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|
2021
Q1 | $4.13M | Sell |
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|
2020
Q4 | $3.67M | Hold |
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|
2020
Q3 | $2.81M | Sell |
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|
2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $2.32M | Sell |
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|
2019
Q4 | $3.36M | Buy |
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