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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.66K	Hold	27	–	–	﹤0.01%	631
2023 Q2	$3.8K	Hold	27	–	–	﹤0.01%	607
2023 Q1	$3.7K	Hold	27	–	–	﹤0.01%	561
2022 Q4	$3.74K	Hold	27	–	–	﹤0.01%	1135
2022 Q3	$3.48K	Hold	27	–	–	﹤0.01%	1127
2022 Q2	$3.68K	Hold	27	–	–	﹤0.01%	1101
2022 Q1	$4.36K	Hold	27	–	–	﹤0.01%	1100
2021 Q4	$4.48K	Hold	27	–	–	﹤0.01%	1086
2021 Q3	$4.33K	Hold	27	–	–	﹤0.01%	1076
2021 Q2	$4.48K	Hold	27	–	–	﹤0.01%	1064
2021 Q1	$4.31K	Hold	27	–	–	﹤0.01%	1036
2020 Q4	$3.56K	Hold	27	–	–	﹤0.01%	1030
2020 Q3	$2.68K	Hold	27	–	–	﹤0.01%	1036
2020 Q2	$2.63K	Hold	27	–	–	﹤0.01%	1025
2020 Q1	$2.21K	Hold	27	–	–	﹤0.01%	1025
2019 Q4	$3.47K	Hold	27	–	–	﹤0.01%	994
2019 Q3	$3.22K	Hold	27	–	–	﹤0.01%	999
2019 Q2	$3.25K	Hold	27	–	–	﹤0.01%	990
2019 Q1	$3.24K	Hold	27	–	–	﹤0.01%	989
2018 Q4	$2.9K	Hold	27	–	–	﹤0.01%	952
2018 Q3	$3.59K	Hold	27	–	–	﹤0.01%	942
2018 Q2	$3.56K	Hold	27	–	–	﹤0.01%	962
2018 Q1	$3.29K	Hold	27	–	–	﹤0.01%	960
2017 Q4	$3.4K	Hold	27	–	–	﹤0.01%	927
2017 Q3	$3.35K	Hold	27	–	–	﹤0.01%	909
2017 Q2	$3.21K	Hold	27	–	–	﹤0.01%	921
2017 Q1	$3.19K	Hold	27	–	–	﹤0.01%	898
2016 Q4	$3.21K	Hold	27	–	–	﹤0.01%	892
2016 Q3	$2.83K	Hold	27	–	–	﹤0.01%	896
2016 Q2	$2.63K	Hold	27	–	–	﹤0.01%	867
2016 Q1	$2.52K	Buy	+27	New	+$2.34K	﹤0.01%	856

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Sutton Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2023 at 27 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Sutton Wealth Advisors first reported a position in IWN in Q1 2016 and has held it in 31 quarters since. The position peaked at $4.48K in Q4 2021. 883 funds tracked by Wall St. Rank hold IWN as of Q3 2023.

Sutton Wealth Advisors held 27 shares of iShares Russell 2000 Value ETF worth $3.66K as of Q3 2023.
Sutton Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q3 2023.
iShares Russell 2000 Value ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #631 holding.
Sutton Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $4.48K in Q4 2021.
883 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2023.

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