Sunburst Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.93M | Sell |
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|
2025
Q2 | $5.67M | Buy |
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|
2025
Q1 | $5.25M | Sell |
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|
2024
Q4 | $5.48M | Sell |
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|
2024
Q3 | $5.58M | Sell |
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|
2024
Q2 | $5.15M | Sell |
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|
2024
Q1 | $5.36M | Sell |
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|
2023
Q4 | $5.01M | Sell |
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|
2023
Q3 | $4.47M | Sell |
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|
2023
Q2 | $4.74M | Sell |
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|
2023
Q1 | $4.56M | Sell |
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|
2022
Q4 | $4.41M | Buy |
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|
2022
Q3 | $3.69M | Buy |
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|
2022
Q2 | $3.7M | Buy |
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|
2022
Q1 | $4.34M | Sell |
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|
2021
Q4 | $4.62M | Sell |
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|
2021
Q3 | $4.39M | Hold |
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|
2021
Q2 | $4.44M | Sell |
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|
2021
Q1 | $4.15M | Sell |
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|
2020
Q4 | $3.87M | Sell |
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|
2020
Q3 | $3.42M | Sell |
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|
2020
Q2 | $3.29M | Hold |
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|
2020
Q1 | $2.65M | Buy |
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|
2019
Q4 | $3.59M | Buy |
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