iShares S&P 500 Index shares owned by Sunburst Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sunburst Financial Group
from 13F filings
Historical chart of Sunburst Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sunburst Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 9.1k | 669.27 |
| 2025-06-30 | $5.7M | 9.1k | 620.87 |
| 2025-03-31 | $5.1M | 9.1k | 561.87 |
| 2024-12-31 | $5.4M | 9.2k | 588.71 |
| 2024-09-30 | $7.7M | 13k | 576.84 |
| 2024-06-30 | $7.6M | 14k | 547.24 |
| 2024-03-31 | $8.1M | 16k | 524.89 |
| 2023-12-31 | $7.4M | 16k | 477.64 |
| 2023-09-30 | $6.7M | 16k | 429.43 |
| 2023-06-30 | $7.0M | 16k | 445.71 |
| 2023-03-31 | $6.5M | 16k | 411.08 |
| 2022-12-31 | $6.1M | 16k | 384.21 |
| 2022-09-30 | $5.7M | 16k | 358.62 |
| 2022-06-30 | $6.0M | 16k | 379.13 |
| 2022-03-31 | $6.8M | 15k | 453.69 |
| 2021-12-31 | $7.4M | 16k | 476.96 |
| 2021-09-30 | $7.8M | 18k | 430.82 |
| 2021-06-30 | $8.0M | 19k | 429.92 |
| 2021-03-31 | $7.8M | 20k | 397.81 |
| 2020-12-31 | $7.7M | 21k | 375.39 |
| 2020-09-30 | $7.5M | 22k | 336.06 |
| 2020-06-30 | $7.3M | 24k | 309.70 |
| 2020-03-31 | $6.2M | 24k | 258.41 |
| 2019-12-31 | $7.9M | 24k | 323.23 |