Sutton Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$567K	Hold	1,321	–	–	0.28%	61
2023 Q2	$589K	Buy	1,321 +1	+0.1%	+$421	0.29%	59
2023 Q1	$543K	Buy	1,320 +36	+3%	+$14.4K	0.29%	60
2022 Q4	$493K	Buy	1,284 +51	+4%	+$19.7K	0.19%	86
2022 Q3	$442K	Buy	1,233 +12	+1%	+$4.79K	0.18%	88
2022 Q2	$463K	Buy	1,221 +139	+13%	+$57.2K	0.18%	86
2022 Q1	$491K	Buy	1,082 +15	+1%	+$6.71K	0.17%	88
2021 Q4	$509K	Buy	1,067 +2	+0.2%	+$922	0.17%	90
2021 Q3	$459K	Hold	1,065	–	–	0.17%	91
2021 Q2	$458K	Buy	1,065 +34	+3%	+$14.2K	0.17%	97
2021 Q1	$410K	Buy	1,031 +7	+0.7%	+$2.71K	0.16%	98
2020 Q4	$384K	Buy	1,024 +22	+2%	+$7.83K	0.16%	102
2020 Q3	$337K	Buy	1,002 +84	+9%	+$28K	0.16%	101
2020 Q2	$284K	Buy	918 +234	+34%	+$68.7K	0.15%	107
2020 Q1	$177K	Buy	684 +82	+14%	+$25.1K	0.11%	140
2019 Q4	$195K	Hold	602	–	–	0.1%	153
2019 Q3	$180K	Sell	602 -647	-52%	-$192K	0.1%	159
2019 Q2	$368K	Hold	1,249	–	–	0.21%	89
2019 Q1	$355K	Hold	1,249	–	–	0.21%	88
2018 Q4	$314K	Hold	1,249	–	–	0.2%	90
2018 Q3	$366K	Hold	1,249	–	–	0.24%	73
2018 Q2	$341K	Hold	1,249	–	–	0.24%	70
2018 Q1	$331K	Hold	1,249	–	–	0.24%	72
2017 Q4	$336K	Buy	1,249 +647	+107%	+$169K	0.25%	72
2017 Q3	$152K	Hold	602	–	–	0.12%	150
2017 Q2	$147K	Hold	602	–	–	0.12%	151
2017 Q1	$143K	Hold	602	–	–	0.12%	147
2016 Q4	$135K	Hold	602	–	–	0.12%	146
2016 Q3	$131K	Hold	602	–	–	0.12%	146
2016 Q2	$127K	Hold	602	–	–	0.12%	147
2016 Q1	$124K	Buy	+602	New	+$118K	0.12%	153

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

Sutton Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2023 at 1,321 shares worth $567K. The position accounts for 0.28% of the portfolio, ranked #61.

Sutton Wealth Advisors first reported a position in IVV in Q1 2016 and has held it in 31 quarters since. The position peaked at $589K in Q2 2023. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

Sutton Wealth Advisors held 1,321 shares of iShares Core S&P 500 ETF worth $567K as of Q3 2023.
Sutton Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2023.
iShares Core S&P 500 ETF made up 0.28% of Sutton Wealth Advisors's portfolio in Q3 2023, its #61 holding.
Sutton Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Core S&P 500 ETF position peaked at $589K in Q2 2023.
2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

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