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	10,112	–	–	0.34%	55
2023 Q2	$713K	Hold	10,112	–	–	0.35%	54
2023 Q1	$646K	Hold	10,112	–	–	0.35%	52
2022 Q4	$592K	Hold	10,112	–	–	0.23%	70
2022 Q3	$585K	Hold	10,112	–	–	0.24%	68
2022 Q2	$610K	Hold	10,112	–	–	0.24%	70
2022 Q1	$772K	Hold	10,112	–	–	0.27%	66
2021 Q4	$846K	Hold	10,112	–	–	0.28%	62
2021 Q3	$747K	Hold	10,112	–	–	0.28%	63
2021 Q2	$735K	Hold	10,112	–	–	0.27%	66
2021 Q1	$658K	Hold	10,112	–	–	0.26%	67
2020 Q4	$645K	Sell	10,112 -816	-7%	-$49.5K	0.27%	63
2020 Q3	$631K	Hold	10,928	–	–	0.31%	58
2020 Q2	$567K	Hold	10,928	–	–	0.3%	58
2020 Q1	$451K	Hold	10,928	–	–	0.28%	61
2019 Q4	$529K	Hold	10,928	–	–	0.27%	64
2019 Q3	$492K	Hold	10,928	–	–	0.27%	59
2019 Q2	$490K	Hold	10,928	–	–	0.28%	60
2019 Q1	$471K	Hold	10,928	–	–	0.27%	62
2018 Q4	$412K	Hold	10,928	–	–	0.27%	65
2018 Q3	$484K	Hold	10,928	–	–	0.32%	55
2018 Q2	$444K	Hold	10,928	–	–	0.31%	56
2018 Q1	$424K	Hold	10,928	–	–	0.3%	59
2017 Q4	$417K	Hold	10,928	–	–	0.31%	61
2017 Q3	$392K	Hold	10,928	–	–	0.3%	61
2017 Q2	$374K	Hold	10,928	–	–	0.3%	60
2017 Q1	$359K	Hold	10,928	–	–	0.3%	60
2016 Q4	$333K	Hold	10,928	–	–	0.3%	59
2016 Q3	$332K	Hold	10,928	–	–	0.3%	59
2016 Q2	$318K	Hold	10,928	–	–	0.3%	60
2016 Q1	$317K	Buy	+10,928	New	+$301K	0.3%	59

Other funds holding IVW

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

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

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

Sutton Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2023 at 10,112 shares worth $692K. The position accounts for 0.34% of the portfolio, ranked #55.

Sutton Wealth Advisors first reported a position in IVW in Q1 2016 and has held it in 31 quarters since. The position peaked at $846K in Q4 2021. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Sutton Wealth Advisors held 10,112 shares of iShares S&P 500 Growth ETF worth $692K as of Q3 2023.
Sutton Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2023.
iShares S&P 500 Growth ETF made up 0.34% of Sutton Wealth Advisors's portfolio in Q3 2023, its #55 holding.
Sutton Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $846K in Q4 2021.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

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