Sunburst Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Buy |
61,672
+15
| +0% | +$1.38K | 1.27% | 16 |
|
|
2025
Q1 | $5.25M | Sell |
61,657
-289
| -0.5% | -$24.6K | 1.29% | 14 |
|
|
2024
Q4 | $5.48M | Sell |
61,946
-1,309
| -2% | -$116K | 1.35% | 16 |
|
|
2024
Q3 | $5.58M | Sell |
63,255
-255
| -0.4% | -$22.5K | 1.41% | 17 |
|
|
2024
Q2 | $5.15M | Sell |
63,510
-607
| -0.9% | -$49.2K | 1.4% | 17 |
|
|
2024
Q1 | $5.36M | Sell |
64,117
-333
| -0.5% | -$27.8K | 1.52% | 17 |
|
|
2023
Q4 | $5.01M | Sell |
64,450
-59
| -0.1% | -$4.59K | 1.55% | 15 |
|
|
2023
Q3 | $4.47M | Sell |
64,509
-462
| -0.7% | -$32K | 1.58% | 15 |
|
|
2023
Q2 | $4.74M | Sell |
64,971
-261
| -0.4% | -$19.1K | 1.66% | 16 |
|
|
2023
Q1 | $4.56M | Sell |
65,232
-196
| -0.3% | -$13.7K | 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% | +$128K | 1.79% | 13 |
|
|
2022
Q2 | $3.7M | Buy |
57,256
+1,639
| +3% | +$106K | 1.78% | 12 |
|
|
2022
Q1 | $4.34M | Sell |
55,617
-16
| -0% | -$1.25K | 2.14% | 11 |
|
|
2021
Q4 | $4.62M | Sell |
55,633
-452
| -0.8% | -$37.5K | 2.34% | 10 |
|
|
2021
Q3 | $4.39M | Hold |
56,085
| – | – | 2.72% | 10 |
|
|
2021
Q2 | $4.44M | Sell |
56,085
-52
| -0.1% | -$4.12K | 2.83% | 10 |
|
|
2021
Q1 | $4.15M | Sell |
56,137
-324
| -0.6% | -$24K | 2.89% | 10 |
|
|
2020
Q4 | $3.87M | Sell |
56,461
-3,170
| -5% | -$217K | 2.92% | 10 |
|
|
2020
Q3 | $3.42M | Sell |
59,631
-1,765
| -3% | -$101K | 2.9% | 10 |
|
|
2020
Q2 | $3.29M | Hold |
61,396
| – | – | 2.98% | 10 |
|
|
2020
Q1 | $2.65M | Buy |
61,396
+1,108
| +2% | +$47.8K | 2.8% | 10 |
|
|
2019
Q4 | $3.59M | Buy |
+60,288
| New | +$3.59M | 3.14% | 10 |
|