SFG
IWR icon

Sunburst Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sunburst Financial Group’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.51M Buy
61,044
+381
+0.6% +$42.2K 1.03% 21
2026
Q2 		$6.69M Sell
60,663
-597
-1% -$62.8K 1.08% 21
2026
Q1 		$5.96M Sell
61,260
-213
-0.3% -$21.3K 1.1% 18
2025
Q4 		$5.92M Buy
61,473
+26
+0% +$2.5K 1.2% 18
2025
Q3 		$5.93M Sell
61,447
-225
-0.4% -$21.3K 1.25% 17
2025
Q2 		$5.67M Buy
61,672
+15
+0% +$1.3K 1.27% 16
2025
Q1 		$5.25M Sell
61,657
-289
-0.5% -$25.8K 1.29% 14
2024
Q4 		$5.48M Sell
61,946
-1,309
-2% -$119K 1.35% 16
2024
Q3 		$5.58M Sell
63,255
-255
-0.4% -$21.5K 1.41% 17
2024
Q2 		$5.15M Sell
63,510
-607
-0.9% -$49.4K 1.4% 17
2024
Q1 		$5.36M Sell
64,117
-333
-0.5% -$26.4K 1.52% 17
2023
Q4 		$5.01M Sell
64,450
-59
-0.1% -$4.19K 1.55% 15
2023
Q3 		$4.47M Sell
64,509
-462
-0.7% -$33.7K 1.58% 15
2023
Q2 		$4.74M Sell
64,971
-261
-0.4% -$18.2K 1.66% 16
2023
Q1 		$4.56M Sell
65,232
-196
-0.3% -$13.8K 1.68% 16
2022
Q4 		$4.41M Buy
65,428
+6,112
+10% +$412K 1.76% 15
2022
Q3 		$3.69M Buy
59,316
+2,060
+4% +$142K 1.79% 13
2022
Q2 		$3.7M Buy
57,256
+1,639
+3% +$117K 1.78% 12
2022
Q1 		$4.34M Sell
55,617
-16
-0% -$1.23K 2.14% 11
2021
Q4 		$4.62M Sell
55,633
-452
-0.8% -$37.1K 2.34% 10
2021
Q3 		$4.39M Hold
56,085
– – 2.72% 10
2021
Q2 		$4.44M Sell
56,085
-52
-0.1% -$4.03K 2.83% 10
2021
Q1 		$4.15M Sell
56,137
-324
-0.6% -$23.4K 2.89% 10
2020
Q4 		$3.87M Sell
56,461
-3,170
-5% -$202K 2.92% 10
2020
Q3 		$3.42M Sell
59,631
-1,765
-3% -$100K 2.9% 10
2020
Q2 		$3.29M Hold
61,396
– – 2.98% 10
2020
Q1 		$2.65M Buy
61,396
+1,108
+2% +$61K 2.8% 10
2019
Q4 		$3.59M Buy
+60,288
New +$3.46M 3.14% 10

Other funds holding IWR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Sunburst Financial Group's IWR Position: Q3 2026 in Review

Sunburst Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.63% in Q3 2026, buying an estimated $42.2K and bringing the position to 61,044 shares worth $6.51M. The position accounts for 1.03% of the portfolio, ranked #21.

Sunburst Financial Group first reported a position in IWR in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.69M in Q2 2026. 221 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Sunburst Financial Group held 61,044 shares of iShares Russell Mid-Cap ETF worth $6.51M as of Q3 2026.
  • Sunburst Financial Group bought 381 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $42.2K.
  • iShares Russell Mid-Cap ETF made up 1.03% of Sunburst Financial Group's portfolio in Q3 2026, its #21 holding.
  • Sunburst Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's iShares Russell Mid-Cap ETF position peaked at $6.69M in Q2 2026.
  • 221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.