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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.22M	Sell	18,284 -96	-0.5%	-$6.63K	0.6%	31
2023 Q2	$1.26M	Sell	18,380 -228	-1%	-$14.5K	0.61%	30
2023 Q1	$1.14M	Sell	18,608 -192	-1%	-$11.1K	0.61%	31
2022 Q4	$1.01M	Hold	18,800	–	–	0.38%	46
2022 Q3	$989K	Sell	18,800 -1,316	-7%	-$77.4K	0.4%	45
2022 Q2	$1.1M	Hold	20,116	–	–	0.44%	42
2022 Q1	$1.4M	Sell	20,116 -76	-0.4%	-$5.19K	0.48%	40
2021 Q4	$1.54M	Sell	20,192 -60	-0.3%	-$4.45K	0.51%	38
2021 Q3	$1.39M	Hold	20,252	–	–	0.51%	40
2021 Q2	$1.37M	Sell	20,252 -140	-0.7%	-$9.03K	0.5%	40
2021 Q1	$1.24M	Sell	20,392 -84	-0.4%	-$5.11K	0.49%	38
2020 Q4	$1.23M	Sell	20,476 -100	-0.5%	-$5.69K	0.52%	38
2020 Q3	$1.12M	Sell	20,576 -132	-0.6%	-$6.95K	0.54%	35
2020 Q2	$994K	Hold	20,708	–	–	0.52%	39
2020 Q1	$780K	Hold	20,708	–	–	0.49%	41
2019 Q4	$911K	Sell	20,708 -464	-2%	-$19.4K	0.47%	42
2019 Q3	$845K	Buy	21,172 +760	+4%	+$30.5K	0.47%	44
2019 Q2	$803K	Hold	20,412	–	–	0.46%	43
2019 Q1	$772K	Hold	20,412	–	–	0.45%	42
2018 Q4	$668K	Sell	20,412 -724	-3%	-$25.5K	0.43%	42
2018 Q3	$824K	Sell	21,136 -240	-1%	-$9.09K	0.54%	27
2018 Q2	$768K	Hold	21,376	–	–	0.53%	29
2018 Q1	$727K	Hold	21,376	–	–	0.52%	30
2017 Q4	$720K	Sell	21,376 -252	-1%	-$8.26K	0.53%	30
2017 Q3	$676K	Hold	21,628	–	–	0.52%	35
2017 Q2	$644K	Hold	21,628	–	–	0.51%	37
2017 Q1	$615K	Hold	21,628	–	–	0.52%	35
2016 Q4	$567K	Hold	21,628	–	–	0.51%	36
2016 Q3	$563K	Hold	21,628	–	–	0.51%	37
2016 Q2	$543K	Hold	21,628	–	–	0.51%	33
2016 Q1	$540K	Buy	+21,628	New	+$511K	0.51%	32

Other funds holding IWF

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Sutton Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.52% in Q3 2023, selling an estimated $6.63K and leaving 18,284 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #31.

Sutton Wealth Advisors first reported a position in IWF in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.54M in Q4 2021. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Sutton Wealth Advisors held 18,284 shares of iShares Russell 1000 Growth ETF worth $1.22M as of Q3 2023.
Sutton Wealth Advisors sold 96 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $6.63K.
iShares Russell 1000 Growth ETF made up 0.6% of Sutton Wealth Advisors's portfolio in Q3 2023, its #31 holding.
Sutton Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.54M in Q4 2021.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

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