Sutton Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $856K | Hold |
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|
2023
Q2 | $907K | Buy |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $729K | Hold |
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|
2022
Q2 | $748K | Hold |
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|
2022
Q1 | $907K | Sell |
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|
2021
Q4 | $991K | Buy |
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|
2021
Q3 | $902K | Hold |
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|
2021
Q2 | $946K | Buy |
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|
2021
Q1 | $911K | Hold |
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|
2020
Q4 | $808K | Buy |
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|
2020
Q3 | $617K | Sell |
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|
2020
Q2 | $597K | Buy |
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|
2020
Q1 | $477K | Buy |
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|
2019
Q4 | $150K | Buy |
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|
2019
Q3 | $136K | Hold |
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|
2019
Q2 | $139K | Hold |
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|
2019
Q1 | $137K | Hold |
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|
2018
Q4 | $120K | Buy |
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|
2018
Q3 | $40.8K | Hold |
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|
2018
Q2 | $39.6K | Hold |
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|
2018
Q1 | $36.7K | Buy |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $35K | Hold |
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|
2017
Q2 | $33.3K | Hold |
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|
2017
Q1 | $32.4K | Hold |
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|
2016
Q4 | $31.8K | Hold |
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|
2016
Q3 | $29.3K | Hold |
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|
2016
Q2 | $27.1K | Hold |
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|
2016
Q1 | $26.1K | Buy |
|