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iShares S&P SmallCap 600 Index shares owned by Sunburst Financial Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sunburst Financial Group from 13F filings

Historical chart of Sunburst Financial Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 S&P SmallCap 600 Index by Sunburst Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 18k 109.39
2023-12-31 $1.9M 17k 108.25
2023-09-30 $1.7M 18k 94.33
2023-06-30 $1.8M 18k 99.65
2023-03-31 $1.8M 19k 96.70
2022-12-31 $1.8M 19k 94.64
2022-09-30 $1.5M 17k 87.17
2022-06-30 $1.3M 14k 92.41

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 S&P SmallCap 600 Index

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Bank of New York Mellon
LPL Financial
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Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index