SWA
Sutton Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.21M | Sell |
30,697
-283
| -0.9% | -$66.5K | 3.55% | 5 |
|
|
2023
Q2 | $7.55M | Sell |
30,980
-434
| -1% | -$106K | 3.66% | 5 |
|
|
2023
Q1 | $7.08M | Sell |
31,414
-626
| -2% | -$141K | 3.78% | 5 |
|
|
2022
Q4 | $6.75M | Sell |
32,040
-211
| -0.7% | -$44.4K | 2.57% | 7 |
|
|
2022
Q3 | $6.36M | Sell |
32,251
-1,052
| -3% | -$208K | 2.59% | 4 |
|
|
2022
Q2 | $6.92M | Hold |
33,303
| – | – | 2.75% | 3 |
|
|
2022
Q1 | $8.33M | Sell |
33,303
-360
| -1% | -$90K | 2.87% | 3 |
|
|
2021
Q4 | $8.9M | Sell |
33,663
-628
| -2% | -$166K | 2.97% | 3 |
|
|
2021
Q3 | $8.29M | Sell |
34,291
-184
| -0.5% | -$44.5K | 3.06% | 3 |
|
|
2021
Q2 | $8.35M | Sell |
34,475
-354
| -1% | -$85.7K | 3.05% | 3 |
|
|
2021
Q1 | $7.8M | Sell |
34,829
-459
| -1% | -$103K | 3.07% | 3 |
|
|
2020
Q4 | $7.48M | Sell |
35,288
-115
| -0.3% | -$24.4K | 3.17% | 3 |
|
|
2020
Q3 | $6.63M | Buy |
35,403
+301
| +0.9% | +$56.3K | 3.21% | 3 |
|
|
2020
Q2 | $6.03M | Sell |
35,102
-137
| -0.4% | -$23.5K | 3.15% | 3 |
|
|
2020
Q1 | $4.99M | Sell |
35,239
-202
| -0.6% | -$28.6K | 3.14% | 4 |
|
|
2019
Q4 | $6.32M | Sell |
35,441
-13
| -0% | -$2.32K | 3.24% | 4 |
|
|
2019
Q3 | $5.83M | Sell |
35,454
-44
| -0.1% | -$7.24K | 3.26% | 4 |
|
|
2019
Q2 | $5.78M | Sell |
35,498
-153
| -0.4% | -$24.9K | 3.32% | 4 |
|
|
2019
Q1 | $5.61M | Buy |
35,651
+331
| +0.9% | +$52.1K | 3.27% | 4 |
|
|
2018
Q4 | $4.9M | Buy |
35,320
+12,040
| +52% | +$1.67M | 3.16% | 4 |
|
|
2018
Q3 | $3.76M | Buy |
23,280
+2,046
| +10% | +$331K | 2.47% | 5 |
|
|
2018
Q2 | $3.23M | Hold |
21,234
| – | – | 2.25% | 6 |
|
|
2018
Q1 | $3.12M | Buy |
21,234
+32
| +0.2% | +$4.7K | 2.23% | 6 |
|
|
2017
Q4 | $3.15M | Sell |
21,202
-1,100
| -5% | -$163K | 2.31% | 6 |
|
|
2017
Q3 | $3.12M | Hold |
22,302
| – | – | 2.38% | 6 |
|
|
2017
Q2 | $3.02M | Sell |
22,302
-182
| -0.8% | -$24.6K | 2.39% | 7 |
|
|
2017
Q1 | $2.95M | Sell |
22,484
-35
| -0.2% | -$4.59K | 2.47% | 6 |
|
|
2016
Q4 | $2.8M | Buy |
22,519
+950
| +4% | +$118K | 2.51% | 6 |
|
|
2016
Q3 | $2.6M | Sell |
21,569
-424
| -2% | -$51.1K | 2.37% | 6 |
|
|
2016
Q2 | $2.57M | Buy |
21,993
+120
| +0.5% | +$14K | 2.43% | 6 |
|
|
2016
Q1 | $2.5M | Buy |
+21,873
| New | +$2.5M | 2.37% | 5 |
|