Sutton Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$856K	Hold	4,841	–	–	0.42%	44
2023 Q2	$907K	Buy	4,841 +568	+13%	+$101K	0.44%	43
2023 Q1	$762K	Buy	4,273 +412	+11%	+$75.9K	0.41%	44
2022 Q4	$673K	Sell	3,861 -558	-13%	-$99.2K	0.26%	65
2022 Q3	$729K	Hold	4,419	–	–	0.3%	61
2022 Q2	$748K	Hold	4,419	–	–	0.3%	61
2022 Q1	$907K	Sell	4,419 -35	-0.8%	-$7.14K	0.31%	56
2021 Q4	$991K	Buy	4,454 +330	+8%	+$74.6K	0.33%	51
2021 Q3	$902K	Hold	4,124	–	–	0.33%	52
2021 Q2	$946K	Buy	4,124 +2	+0%	+$450	0.35%	50
2021 Q1	$911K	Hold	4,122	–	–	0.36%	50
2020 Q4	$808K	Buy	4,122 +6	+0.1%	+$1.05K	0.34%	51
2020 Q3	$617K	Sell	4,116 -53	-1%	-$7.97K	0.3%	59
2020 Q2	$597K	Buy	4,169 +3	+0.1%	+$394	0.31%	55
2020 Q1	$477K	Buy	4,166 +3,259	+359%	+$486K	0.3%	58
2019 Q4	$150K	Buy	907 +10	+1%	+$1.58K	0.08%	178
2019 Q3	$136K	Hold	897	–	–	0.08%	183
2019 Q2	$139K	Hold	897	–	–	0.08%	174
2019 Q1	$137K	Hold	897	–	–	0.08%	172
2018 Q4	$120K	Buy	897 +655	+271%	+$97.7K	0.08%	175
2018 Q3	$40.8K	Hold	242	–	–	0.03%	332
2018 Q2	$39.6K	Hold	242	–	–	0.03%	349
2018 Q1	$36.7K	Buy	242 +6	+3%	+$927	0.03%	360
2017 Q4	$36K	Hold	236	–	–	0.03%	359
2017 Q3	$35K	Hold	236	–	–	0.03%	361
2017 Q2	$33.3K	Hold	236	–	–	0.03%	356
2017 Q1	$32.4K	Hold	236	–	–	0.03%	360
2016 Q4	$31.8K	Hold	236	–	–	0.03%	359
2016 Q3	$29.3K	Hold	236	–	–	0.03%	363
2016 Q2	$27.1K	Hold	236	–	–	0.03%	362
2016 Q1	$26.1K	Buy	+236	New	+$24.4K	0.02%	366

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Sutton Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2023 at 4,841 shares worth $856K. The position accounts for 0.42% of the portfolio, ranked #44.

Sutton Wealth Advisors first reported a position in IWM in Q1 2016 and has held it in 31 quarters since. The position peaked at $991K in Q4 2021. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Sutton Wealth Advisors held 4,841 shares of iShares Russell 2000 ETF worth $856K as of Q3 2023.
Sutton Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2023.
iShares Russell 2000 ETF made up 0.42% of Sutton Wealth Advisors's portfolio in Q3 2023, its #44 holding.
Sutton Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Russell 2000 ETF position peaked at $991K in Q4 2021.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

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