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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$128K	Hold	1,164	–	–	0.06%	146
2023 Q2	$134K	Hold	1,164	–	–	0.06%	143
2023 Q1	$128K	Hold	1,164	–	–	0.07%	137
2022 Q4	$126K	Hold	1,164	–	–	0.05%	219
2022 Q3	$118K	Hold	1,164	–	–	0.05%	226
2022 Q2	$123K	Hold	1,164	–	–	0.05%	216
2022 Q1	$146K	Sell	1,164 -194	-14%	-$24.5K	0.05%	209
2021 Q4	$188K	Hold	1,358	–	–	0.06%	185
2021 Q3	$177K	Sell	1,358 -54	-4%	-$7.12K	0.07%	186
2021 Q2	$187K	Sell	1,412 -4	-0.3%	-$521	0.07%	182
2021 Q1	$182K	Hold	1,416	–	–	0.07%	179
2020 Q4	$162K	Hold	1,416	–	–	0.07%	182
2020 Q3	$125K	Hold	1,416	–	–	0.06%	193
2020 Q2	$120K	Hold	1,416	–	–	0.06%	194
2020 Q1	$97.6K	Hold	1,416	–	–	0.06%	198
2019 Q4	$137K	Hold	1,416	–	–	0.07%	186
2019 Q3	$126K	Hold	1,416	–	–	0.07%	188
2019 Q2	$129K	Hold	1,416	–	–	0.07%	181
2019 Q1	$126K	Hold	1,416	–	–	0.07%	183
2018 Q4	$114K	Sell	1,416 -678	-32%	-$60.4K	0.07%	180
2018 Q3	$211K	Buy	2,094 +766	+58%	+$77K	0.14%	123
2018 Q2	$125K	Hold	1,328	–	–	0.09%	179
2018 Q1	$115K	Hold	1,328	–	–	0.08%	183
2017 Q4	$113K	Hold	1,328	–	–	0.08%	189
2017 Q3	$109K	Hold	1,328	–	–	0.08%	186
2017 Q2	$104K	Hold	1,328	–	–	0.08%	188
2017 Q1	$102K	Hold	1,328	–	–	0.09%	185
2016 Q4	$99.6K	Hold	1,328	–	–	0.09%	184
2016 Q3	$91K	Hold	1,328	–	–	0.08%	188
2016 Q2	$85.3K	Hold	1,328	–	–	0.08%	190
2016 Q1	$82.5K	Buy	+1,328	New	+$77.4K	0.08%	197

Other funds holding IJT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Sutton Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2023 at 1,164 shares worth $128K. The position accounts for 0.06% of the portfolio, ranked #146.

Sutton Wealth Advisors first reported a position in IJT in Q1 2016 and has held it in 31 quarters since. The position peaked at $211K in Q3 2018. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

Sutton Wealth Advisors held 1,164 shares of iShares S&P Small-Cap 600 Growth ETF worth $128K as of Q3 2023.
Sutton Wealth Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2023.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #146 holding.
Sutton Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $211K in Q3 2018.
615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

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