Sunburst Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Sunburst Financial Group’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Buy	4,128 +2	+0%	+$125	0.04%	114
2026 Q1	$254K	Buy	4,126 +89	+2%	+$5.75K	0.05%	110
2025 Q4	$263K	Hold	4,037	–	–	0.05%	107
2025 Q3	$237K	Hold	4,037	–	–	0.05%	107
2025 Q2	$228K	Hold	4,037	–	–	0.05%	110
2025 Q1	$246K	Hold	4,037	–	–	0.06%	101
2024 Q4	$235K	Sell	4,037 -13	-0.3%	-$803	0.06%	99
2024 Q3	$263K	Hold	4,050	–	–	0.07%	98
2024 Q2	$248K	Hold	4,050	–	–	0.07%	98
2024 Q1	$249K	Hold	4,050	–	–	0.07%	93
2023 Q4	$232K	Hold	4,050	–	–	0.07%	93
2023 Q3	$219K	Hold	4,050	–	–	0.08%	81
2023 Q2	$227K	Hold	4,050	–	–	0.08%	86
2023 Q1	$221K	Hold	4,050	–	–	0.08%	87
2022 Q4	$230K	Buy	+4,050	New	+$223K	0.09%	83

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First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return