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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$90.2K	Hold	594	–	–	0.04%	177
2023 Q2	$93.8K	Hold	594	–	–	0.05%	175
2023 Q1	$90.4K	Hold	594	–	–	0.05%	164
2022 Q4	$90.1K	Hold	594	–	–	0.03%	263
2022 Q3	$80.8K	Sell	594 -19	-3%	-$2.85K	0.03%	275
2022 Q2	$88.9K	Hold	613	–	–	0.04%	255
2022 Q1	$102K	Hold	613	–	–	0.04%	246
2021 Q4	$103K	Hold	613	–	–	0.03%	256
2021 Q3	$95.9K	Hold	613	–	–	0.04%	257
2021 Q2	$97.2K	Hold	613	–	–	0.04%	251
2021 Q1	$92.9K	Sell	613 -26	-4%	-$3.76K	0.04%	251
2020 Q4	$87.4K	Hold	639	–	–	0.04%	242
2020 Q3	$75.5K	Sell	639 -58	-8%	-$6.88K	0.04%	237
2020 Q2	$78.5K	Hold	697	–	–	0.04%	229
2020 Q1	$69.1K	Hold	697	–	–	0.04%	223
2019 Q4	$95.1K	Sell	697 -275	-28%	-$36.2K	0.05%	219
2019 Q3	$125K	Hold	972	–	–	0.07%	189
2019 Q2	$124K	Hold	972	–	–	0.07%	187
2019 Q1	$120K	Hold	972	–	–	0.07%	189
2018 Q4	$108K	Sell	972 -100	-9%	-$12K	0.07%	184
2018 Q3	$136K	Hold	1,072	–	–	0.09%	169
2018 Q2	$130K	Hold	1,072	–	–	0.09%	173
2018 Q1	$129K	Hold	1,072	–	–	0.09%	171
2017 Q4	$133K	Sell	1,072 -67	-6%	-$8.12K	0.1%	168
2017 Q3	$135K	Hold	1,139	–	–	0.1%	163
2017 Q2	$133K	Hold	1,139	–	–	0.11%	165
2017 Q1	$131K	Hold	1,139	–	–	0.11%	156
2016 Q4	$128K	Hold	1,139	–	–	0.11%	156
2016 Q3	$120K	Hold	1,139	–	–	0.11%	160
2016 Q2	$118K	Hold	1,139	–	–	0.11%	158
2016 Q1	$113K	Buy	+1,139	New	+$107K	0.11%	166

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Sutton Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2023 at 594 shares worth $90.2K. The position accounts for 0.04% of the portfolio, ranked #177.

Sutton Wealth Advisors first reported a position in IWD in Q1 2016 and has held it in 31 quarters since. The position peaked at $136K in Q3 2018. 1,442 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

Sutton Wealth Advisors held 594 shares of iShares Russell 1000 Value ETF worth $90.2K as of Q3 2023.
Sutton Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2023.
iShares Russell 1000 Value ETF made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #177 holding.
Sutton Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $136K in Q3 2018.
1,442 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

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