SWA

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

Quarter	Market Value	Status	Shares	Shares Change %	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	Buy	10,112 +7,380	+270%	+$471K	0.27%	63
2020 Q3	$631K	Hold	2,732	–	–	0.31%	58
2020 Q2	$567K	Hold	2,732	–	–	0.3%	58
2020 Q1	$451K	Hold	2,732	–	–	0.28%	61
2019 Q4	$529K	Hold	2,732	–	–	0.27%	64
2019 Q3	$492K	Hold	2,732	–	–	0.27%	59
2019 Q2	$490K	Hold	2,732	–	–	0.28%	60
2019 Q1	$471K	Hold	2,732	–	–	0.27%	62
2018 Q4	$412K	Hold	2,732	–	–	0.27%	65
2018 Q3	$484K	Hold	2,732	–	–	0.32%	55
2018 Q2	$444K	Hold	2,732	–	–	0.31%	56
2018 Q1	$424K	Hold	2,732	–	–	0.3%	59
2017 Q4	$417K	Hold	2,732	–	–	0.31%	61
2017 Q3	$392K	Hold	2,732	–	–	0.3%	61
2017 Q2	$374K	Hold	2,732	–	–	0.3%	60
2017 Q1	$359K	Hold	2,732	–	–	0.3%	60
2016 Q4	$333K	Hold	2,732	–	–	0.3%	59
2016 Q3	$332K	Hold	2,732	–	–	0.3%	59
2016 Q2	$318K	Hold	2,732	–	–	0.3%	60
2016 Q1	$317K	Buy	+2,732	New	+$317K	0.3%	59