SWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$856K	Hold	4,841	–	–	0.42%	44
2023 Q2	$907K	Buy	4,841 +568	+13%	+$106K	0.44%	43
2023 Q1	$762K	Buy	4,273 +412	+11%	+$73.5K	0.41%	44
2022 Q4	$673K	Sell	3,861 -558	-13%	-$97.3K	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%	-$7.18K	0.31%	56
2021 Q4	$991K	Buy	4,454 +330	+8%	+$73.4K	0.33%	51
2021 Q3	$902K	Hold	4,124	–	–	0.33%	52
2021 Q2	$946K	Buy	4,124 +2	+0%	+$459	0.35%	50
2021 Q1	$911K	Hold	4,122	–	–	0.36%	50
2020 Q4	$808K	Buy	4,122 +6	+0.1%	+$1.18K	0.34%	51
2020 Q3	$617K	Sell	4,116 -53	-1%	-$7.94K	0.3%	59
2020 Q2	$597K	Buy	4,169 +3	+0.1%	+$430	0.31%	55
2020 Q1	$477K	Buy	4,166 +3,259	+359%	+$373K	0.3%	58
2019 Q4	$150K	Buy	907 +10	+1%	+$1.66K	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%	+$87.7K	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%	+$911	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	+$26.1K	0.02%	366