A detailed history of Sunburst Financial Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 18,769 shares of IWM stock, worth $4.24 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
18,769
Previous 18,814 0.24%
Holding current value
$4.24 Million
Previous $3.96 Million 3.74%
% of portfolio
1.09%
Previous 1.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$192.84 - $209.44 $8,677 - $9,424
-45 Reduced 0.24%
18,769 $3.81 Million
Q1 2024

Apr 15, 2024

SELL
$189.48 - $210.3 $11,368 - $12,618
-60 Reduced 0.32%
18,814 $3.96 Million
Q3 2023

Oct 19, 2023

BUY
$174.36 - $198.71 $2,789 - $3,179
16 Added 0.08%
18,874 $3.34 Million
Q4 2022

Jan 20, 2023

BUY
$166.81 - $188.05 $11,843 - $13,351
71 Added 0.38%
18,858 $0
Q3 2022

Oct 13, 2022

SELL
$164.17 - $201.07 $13,954 - $17,090
-85 Reduced 0.45%
18,787 $3.1 Million
Q2 2022

Jul 29, 2022

BUY
$163.9 - $207.91 $29,829 - $37,839
182 Added 0.97%
18,872 $3.2 Million
Q1 2022

May 06, 2022

SELL
$191.52 - $225.32 $766 - $901
-4 Reduced 0.02%
18,690 $3.84 Million
Q4 2021

Feb 02, 2022

SELL
$212.12 - $242.56 $2,333 - $2,668
-11 Reduced 0.06%
18,694 $4.16 Million
Q1 2021

Apr 29, 2021

SELL
$193.5 - $234.42 $5,998 - $7,267
-31 Reduced 0.17%
18,705 $4.13 Million
Q3 2020

Oct 16, 2020

SELL
$139.07 - $158.46 $30,317 - $34,544
-218 Reduced 1.15%
18,736 $2.81 Million
Q2 2020

Aug 13, 2020

SELL
$104.62 - $153.09 $136,842 - $200,241
-1,308 Reduced 6.46%
18,954 $2.71 Million
Q1 2020

May 04, 2020

SELL
$99.9 - $169.53 $1,198 - $2,034
-12 Reduced 0.06%
20,262 $2.32 Million
Q4 2019

Jan 30, 2020

BUY
$146.46 - $166.68 $2.97 Million - $3.38 Million
20,274 New
20,274 $3.36 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Sunburst Financial Group, LLC Portfolio

Follow Sunburst Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunburst Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sunburst Financial Group, LLC with notifications on news.