Sutton Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$692K	Hold
2023 Q2	$713K	Hold
2023 Q1	$646K	Hold
2022 Q4	$592K	Hold
2022 Q3	$585K	Hold
2022 Q2	$610K	Hold
2022 Q1	$772K	Hold
2021 Q4	$846K	Hold
2021 Q3	$747K	Hold
2021 Q2	$735K	Hold
2021 Q1	$658K	Hold
2020 Q4	$645K	Sell
2020 Q3	$631K	Hold
2020 Q2	$567K	Hold
2020 Q1	$451K	Hold
2019 Q4	$529K	Hold
2019 Q3	$492K	Hold
2019 Q2	$490K	Hold
2019 Q1	$471K	Hold
2018 Q4	$412K	Hold
2018 Q3	$484K	Hold
2018 Q2	$444K	Hold
2018 Q1	$424K	Hold
2017 Q4	$417K	Hold
2017 Q3	$392K	Hold
2017 Q2	$374K	Hold
2017 Q1	$359K	Hold
2016 Q4	$333K	Hold
2016 Q3	$332K	Hold
2016 Q2	$318K	Hold
2016 Q1	$317K	Buy