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iShares Morningstar Large Growth shares owned by Sunburst Financial Group

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Sunburst Financial Group from 13F filings

Historical chart of Sunburst Financial Group investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by Sunburst Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by Sunburst Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 113k 75.49
2023-12-31 $9.2M 135k 67.82
2023-09-30 $8.4M 141k 59.65
2023-06-30 $9.0M 145k 62.34
2023-03-31 $8.1M 147k 55.36
2022-12-31 $7.0M 144k 48.68
2022-09-30 $4.7M 97k 48.26
2022-06-30 $3.1M 63k 50.09
2022-03-31 $2.8M 43k 64.99
2021-12-31 $449k 6.2k 71.87

More positions owned by Sunburst Financial Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Rus 1000 Val Etf (IWD)
Etf Ser Solutions Aptus Enhanced (JUCY)

View all positions for Sunburst Financial Group

Top funds holding iShares Morningstar Large Growth

Wells Fargo & Company
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H D Vest Advisory Services
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Jpmorgan Chase & Co
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Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth