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Sunburst Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sunburst Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.48M Sell
18,254
-29
-0.2% -$8.15K 0.89% 22
2026
Q1 		$4.53M Buy
18,283
+29
+0.2% +$7.48K 0.84% 22
2025
Q4 		$4.49M Hold
18,254
– – 0.91% 20
2025
Q3 		$4.42M Hold
18,254
– – 0.93% 20
2025
Q2 		$3.94M Hold
18,254
– – 0.88% 21
2025
Q1 		$3.64M Sell
18,254
-71
-0.4% -$15.4K 0.89% 20
2024
Q4 		$4.05M Sell
18,325
-410
-2% -$93.5K 1% 20
2024
Q3 		$4.14M Sell
18,735
-34
-0.2% -$7.28K 1.05% 20
2024
Q2 		$3.81M Sell
18,769
-45
-0.2% -$9.09K 1.03% 22
2024
Q1 		$3.92M Sell
18,814
-60
-0.3% -$12K 1.11% 19
2023
Q4 		$3.79M Hold
18,874
– – 1.17% 18
2023
Q3 		$3.34M Buy
18,874
+16
+0.1% +$3K 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% +$12.6K 1.31% 17
2022
Q3 		$3.1M Sell
18,787
-85
-0.5% -$15.5K 1.5% 15
2022
Q2 		$3.2M Buy
18,872
+182
+1% +$33.5K 1.53% 14
2022
Q1 		$3.84M Sell
18,690
-4
-0% -$816 1.89% 12
2021
Q4 		$4.16M Sell
18,694
-11
-0.1% -$2.49K 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% -$6.77K 2.88% 11
2020
Q4 		$3.67M Hold
18,736
– – 2.77% 11
2020
Q3 		$2.81M Sell
18,736
-218
-1% -$32.8K 2.37% 11
2020
Q2 		$2.71M Sell
18,954
-1,308
-6% -$172K 2.46% 11
2020
Q1 		$2.32M Sell
20,262
-12
-0.1% -$1.79K 2.45% 11
2019
Q4 		$3.36M Buy
+20,274
New +$3.2M 2.93% 11

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Sunburst Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.16% in Q2 2026, selling an estimated $8.15K and leaving 18,254 shares worth $5.48M. The position accounts for 0.89% of the portfolio, ranked #22.

Sunburst Financial Group first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 966 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sunburst Financial Group held 18,254 shares of iShares Russell 2000 ETF worth $5.48M as of Q2 2026.
  • Sunburst Financial Group sold 29 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.15K.
  • iShares Russell 2000 ETF made up 0.89% of Sunburst Financial Group's portfolio in Q2 2026, its #22 holding.
  • Sunburst Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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