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
2026 Q2	$6.69M	Sell	60,663 -597	-1%	-$62.8K	1.12%	21
2026 Q1	$5.96M	Sell	61,260 -213	-0.3%	-$21.3K	1.15%	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