SWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.22M	Sell	4,571 -24	-0.5%	-$6.38K	0.6%	31
2023 Q2	$1.26M	Sell	4,595 -57	-1%	-$15.7K	0.61%	30
2023 Q1	$1.14M	Sell	4,652 -48	-1%	-$11.7K	0.61%	31
2022 Q4	$1.01M	Hold	4,700	–	–	0.38%	46
2022 Q3	$989K	Sell	4,700 -329	-7%	-$69.2K	0.4%	45
2022 Q2	$1.1M	Hold	5,029	–	–	0.44%	42
2022 Q1	$1.4M	Sell	5,029 -19	-0.4%	-$5.28K	0.48%	40
2021 Q4	$1.54M	Sell	5,048 -15	-0.3%	-$4.58K	0.51%	38
2021 Q3	$1.39M	Hold	5,063	–	–	0.51%	40
2021 Q2	$1.37M	Sell	5,063 -35	-0.7%	-$9.5K	0.5%	40
2021 Q1	$1.24M	Sell	5,098 -21	-0.4%	-$5.1K	0.49%	38
2020 Q4	$1.23M	Sell	5,119 -25	-0.5%	-$6.03K	0.52%	38
2020 Q3	$1.12M	Sell	5,144 -33	-0.6%	-$7.16K	0.54%	35
2020 Q2	$994K	Hold	5,177	–	–	0.52%	39
2020 Q1	$780K	Hold	5,177	–	–	0.49%	41
2019 Q4	$911K	Sell	5,177 -116	-2%	-$20.4K	0.47%	42
2019 Q3	$845K	Buy	5,293 +190	+4%	+$30.3K	0.47%	44
2019 Q2	$803K	Hold	5,103	–	–	0.46%	43
2019 Q1	$772K	Hold	5,103	–	–	0.45%	42
2018 Q4	$668K	Sell	5,103 -181	-3%	-$23.7K	0.43%	42
2018 Q3	$824K	Sell	5,284 -60	-1%	-$9.36K	0.54%	27
2018 Q2	$768K	Hold	5,344	–	–	0.53%	29
2018 Q1	$727K	Hold	5,344	–	–	0.52%	30
2017 Q4	$720K	Sell	5,344 -63	-1%	-$8.49K	0.53%	30
2017 Q3	$676K	Hold	5,407	–	–	0.52%	35
2017 Q2	$644K	Hold	5,407	–	–	0.51%	37
2017 Q1	$615K	Hold	5,407	–	–	0.52%	35
2016 Q4	$567K	Hold	5,407	–	–	0.51%	36
2016 Q3	$563K	Hold	5,407	–	–	0.51%	37
2016 Q2	$543K	Hold	5,407	–	–	0.51%	33
2016 Q1	$540K	Buy	+5,407	New	+$540K	0.51%	32