iShares Russell 1000 Value Index shares owned by Sunburst Financial Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sunburst Financial Group
from 13F filings
Historical chart of Sunburst Financial Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Sunburst Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 39k | 189.80 |
| 2024-06-30 | $6.7M | 39k | 174.47 |
| 2024-03-31 | $6.9M | 39k | 178.24 |
| 2023-12-31 | $6.4M | 39k | 165.25 |
| 2023-09-30 | $5.8M | 39k | 151.82 |
| 2023-06-30 | $6.1M | 39k | 157.83 |
| 2023-03-31 | $5.9M | 39k | 152.26 |
| 2022-12-31 | $5.8M | 39k | 151.65 |
| 2022-09-30 | $5.2M | 39k | 135.99 |
| 2022-06-30 | $5.7M | 39k | 144.97 |
| 2022-03-31 | $6.5M | 39k | 165.98 |
| 2021-12-31 | $6.6M | 39k | 167.93 |
| 2021-09-30 | $6.1M | 39k | 156.52 |
| 2021-06-30 | $6.2M | 39k | 158.61 |
| 2021-03-31 | $5.8M | 39k | 151.54 |
| 2020-12-31 | $5.3M | 39k | 136.72 |
| 2020-09-30 | $4.5M | 39k | 118.12 |
| 2020-06-30 | $4.3M | 39k | 112.61 |
| 2020-03-31 | $3.8M | 39k | 99.19 |
| 2019-12-31 | $5.2M | 39k | 136.49 |
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