SWA
IWB icon

Sutton Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sutton Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7.21M Sell
30,697
-283
-0.9% -$69.3K 3.55% 5
2023
Q2 		$7.55M Sell
30,980
-434
-1% -$99.9K 3.66% 5
2023
Q1 		$7.08M Sell
31,414
-626
-2% -$138K 3.78% 5
2022
Q4 		$6.75M Sell
32,040
-211
-0.7% -$44.7K 2.57% 7
2022
Q3 		$6.36M Sell
32,251
-1,052
-3% -$231K 2.59% 4
2022
Q2 		$6.92M Hold
33,303
– – 2.75% 3
2022
Q1 		$8.33M Sell
33,303
-360
-1% -$88.9K 2.87% 3
2021
Q4 		$8.9M Sell
33,663
-628
-2% -$162K 2.97% 3
2021
Q3 		$8.29M Sell
34,291
-184
-0.5% -$45.7K 3.06% 3
2021
Q2 		$8.35M Sell
34,475
-354
-1% -$83.4K 3.05% 3
2021
Q1 		$7.8M Sell
34,829
-459
-1% -$100K 3.07% 3
2020
Q4 		$7.48M Sell
35,288
-115
-0.3% -$23K 3.17% 3
2020
Q3 		$6.63M Buy
35,403
+301
+0.9% +$55.6K 3.21% 3
2020
Q2 		$6.03M Sell
35,102
-137
-0.4% -$22.2K 3.15% 3
2020
Q1 		$4.99M Sell
35,239
-202
-0.6% -$34.1K 3.14% 4
2019
Q4 		$6.32M Sell
35,441
-13
-0% -$2.22K 3.24% 4
2019
Q3 		$5.83M Sell
35,454
-44
-0.1% -$7.22K 3.26% 4
2019
Q2 		$5.78M Sell
35,498
-153
-0.4% -$24.5K 3.32% 4
2019
Q1 		$5.61M Buy
35,651
+331
+0.9% +$50K 3.27% 4
2018
Q4 		$4.9M Buy
35,320
+12,040
+52% +$1.8M 3.16% 4
2018
Q3 		$3.76M Buy
23,280
+2,046
+10% +$325K 2.47% 5
2018
Q2 		$3.23M Hold
21,234
– – 2.25% 6
2018
Q1 		$3.12M Buy
21,234
+32
+0.2% +$4.86K 2.23% 6
2017
Q4 		$3.15M Sell
21,202
-1,100
-5% -$159K 2.31% 6
2017
Q3 		$3.12M Hold
22,302
– – 2.38% 6
2017
Q2 		$3.02M Sell
22,302
-182
-0.8% -$24.3K 2.39% 7
2017
Q1 		$2.95M Sell
22,484
-35
-0.2% -$4.53K 2.47% 6
2016
Q4 		$2.8M Buy
22,519
+950
+4% +$116K 2.51% 6
2016
Q3 		$2.6M Sell
21,569
-424
-2% -$51K 2.37% 6
2016
Q2 		$2.57M Buy
21,993
+120
+0.5% +$13.8K 2.43% 6
2016
Q1 		$2.5M Buy
+21,873
New +$2.36M 2.37% 5

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sutton Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.91% in Q3 2023, selling an estimated $69.3K and leaving 30,697 shares worth $7.21M. The position accounts for 3.55% of the portfolio, ranked #5.

Sutton Wealth Advisors first reported a position in IWB in Q1 2016 and has held it in 31 quarters since. The position peaked at $8.9M in Q4 2021. 1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

  • Sutton Wealth Advisors held 30,697 shares of iShares Russell 1000 ETF worth $7.21M as of Q3 2023.
  • Sutton Wealth Advisors sold 283 iShares Russell 1000 ETF shares in Q3 2023, an estimated $69.3K.
  • iShares Russell 1000 ETF made up 3.55% of Sutton Wealth Advisors's portfolio in Q3 2023, its #5 holding.
  • Sutton Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's iShares Russell 1000 ETF position peaked at $8.9M in Q4 2021.
  • 1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

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