Sutton Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$12.6K	Hold	82	–	–	0.01%	434
2023 Q2	$13.2K	Hold	82	–	–	0.01%	417
2023 Q1	$12.4K	Hold	82	–	–	0.01%	383
2022 Q4	$11.8K	Hold	82	–	–	﹤0.01%	883
2022 Q3	$10.5K	Hold	82	–	–	﹤0.01%	874
2022 Q2	$11.2K	Buy	+82	New	+$12.1K	﹤0.01%	866

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Sutton Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2023 at 82 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #434.

Sutton Wealth Advisors first reported a position in IVE in Q2 2022 and has held it in 6 quarters since. The position peaked at $13.2K in Q2 2023. 1,145 funds tracked by Wall St. Rank hold IVE as of Q3 2023.

Sutton Wealth Advisors held 82 shares of iShares S&P 500 Value ETF worth $12.6K as of Q3 2023.
Sutton Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q3 2023.
iShares S&P 500 Value ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #434 holding.
Sutton Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 6 quarters since.
Sutton Wealth Advisors's iShares S&P 500 Value ETF position peaked at $13.2K in Q2 2023.
1,145 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2023.

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