Sutton Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sutton Wealth Advisors’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5K	Sell	56 -352	-86%	-$33.5K	﹤0.01%	586
2023 Q2	$38.8K	Sell	408 -169	-29%	-$15.4K	0.02%	256
2023 Q1	$54K	Hold	577	–	–	0.03%	198
2022 Q4	$52.7K	Hold	577	–	–	0.02%	374
2022 Q3	$47.6K	Buy	577 +4	+0.7%	+$370	0.02%	385
2022 Q2	$51K	Hold	573	–	–	0.02%	375
2022 Q1	$58.7K	Hold	573	–	–	0.02%	361
2021 Q4	$59.9K	Hold	573	–	–	0.02%	367
2021 Q3	$57.7K	Hold	573	–	–	0.02%	362
2021 Q2	$60.4K	Hold	573	–	–	0.02%	356
2021 Q1	$57.7K	Hold	573	–	–	0.02%	356
2020 Q4	$46.6K	Buy	573 +7	+1%	+$509	0.02%	372
2020 Q3	$34.6K	Sell	566 -10	-2%	-$629	0.02%	391
2020 Q2	$34.7K	Hold	576	–	–	0.02%	384
2020 Q1	$28.8K	Sell	576 -386	-40%	-$26.8K	0.02%	378
2019 Q4	$77.3K	Hold	962	–	–	0.04%	236
2019 Q3	$72.2K	Hold	962	–	–	0.04%	242
2019 Q2	$71.5K	Hold	962	–	–	0.04%	237
2019 Q1	$71K	Hold	962	–	–	0.04%	241
2018 Q4	$63.4K	Hold	962	–	–	0.04%	241
2018 Q3	$80.3K	Hold	962	–	–	0.05%	221
2018 Q2	$78.5K	Hold	962	–	–	0.05%	220
2018 Q1	$72.6K	Hold	962	–	–	0.05%	224
2017 Q4	$73.9K	Buy	962 +386	+67%	+$29.1K	0.05%	215
2017 Q3	$42.7K	Hold	576	–	–	0.03%	306
2017 Q2	$40.3K	Hold	576	–	–	0.03%	304
2017 Q1	$39.9K	Hold	576	–	–	0.03%	301
2016 Q4	$40.3K	Hold	576	–	–	0.04%	304
2016 Q3	$35.9K	Hold	576	–	–	0.03%	312
2016 Q2	$33.6K	Hold	576	–	–	0.03%	310
2016 Q1	$32.6K	Buy	+576	New	+$29.9K	0.03%	317

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Sutton Wealth Advisors's IJS Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 86% in Q3 2023, selling an estimated $33.5K and leaving 56 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Sutton Wealth Advisors first reported a position in IJS in Q1 2016 and has held it in 31 quarters since. The position peaked at $80.3K in Q3 2018. 715 funds tracked by Wall St. Rank hold IJS as of Q3 2023.

Sutton Wealth Advisors held 56 shares of iShares S&P Small-Cap 600 Value ETF worth $5K as of Q3 2023.
Sutton Wealth Advisors sold 352 iShares S&P Small-Cap 600 Value ETF shares in Q3 2023, an estimated $33.5K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #586 holding.
Sutton Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $80.3K in Q3 2018.
715 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.