Number of Shares
44,257.00
Current Holdings Value*
$15.98 Mil
% of Portfolio
3.92%
Total Estimate Gain
$14.90 Mil
% of Total Estimate Gain
114.65%

Sunburst Financial Group, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Sunburst Financial Group, LLC held 44,257.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $15.98 Mil. This investment constitutes 3.92% of their stock portfolio, and Sunburst Financial Group, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2019Q4. And since then Sunburst Financial Group, LLC has made 5 purchases of IWF, at an average price of $168.75, for a total of 76,997.00 shares. In addition, there have been 10 sales at an average price of $273.86 for 32,740.00 shares. Based on historical transaction data and IWF's current price of $427.57, Sunburst Financial Group, LLC's estimated gain on his IWF holdings is $14.90 Mil, reflecting a 114.65% gain to date.

Sunburst Financial Group, LLC IWF ($427.57) Holding Chart

Sunburst Financial Group, LLC IWF ($427.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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