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iShares Morningstar Mid Core Index shares owned by Sunburst Financial Group

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Sunburst Financial Group from 13F filings

Historical chart of Sunburst Financial Group investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core 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 Morningstar Mid Core Index by Sunburst Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 87k 72.35
2023-12-31 $5.5M 82k 67.13
2023-09-30 $4.2M 70k 59.73
2023-06-30 $4.2M 67k 63.29
2023-03-31 $4.0M 66k 60.64
2022-12-31 $3.7M 62k 58.67
2022-09-30 $3.0M 55k 53.87
2022-06-30 $2.6M 47k 56.36
2022-03-31 $862k 13k 67.33

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 Mid Core Index

UBS Group
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Raymond James Financial Services Advisors
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Ameriprise Financial
Steele Capital Management
Matrix Trust
Bank of America Corporation
Means Investment
Woodard & Co Asset Management Group
Advisor Group Holdings
Wells Fargo & Company

View all funds holding iShares Morningstar Mid Core Index