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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4.71K	Hold	21	–	–	﹤0.01%	594
2023 Q2	$5.1K	Hold	21	–	–	﹤0.01%	561
2023 Q1	$4.76K	Hold	21	–	–	﹤0.01%	531
2022 Q4	$4.5K	Hold	21	–	–	﹤0.01%	1114
2022 Q3	$4.34K	Hold	21	–	–	﹤0.01%	1094
2022 Q2	$4.33K	Hold	21	–	–	﹤0.01%	1086
2022 Q1	$5.37K	Hold	21	–	–	﹤0.01%	1073
2021 Q4	$6.15K	Hold	21	–	–	﹤0.01%	1039
2021 Q3	$6.17K	Hold	21	–	–	﹤0.01%	1025
2021 Q2	$6.54K	Hold	21	–	–	﹤0.01%	1003
2021 Q1	$6.32K	Hold	21	–	–	﹤0.01%	972
2020 Q4	$6.02K	Hold	21	–	–	﹤0.01%	945
2020 Q3	$4.65K	Hold	21	–	–	﹤0.01%	944
2020 Q2	$4.34K	Hold	21	–	–	﹤0.01%	943
2020 Q1	$3.32K	Hold	21	–	–	﹤0.01%	945
2019 Q4	$4.5K	Hold	21	–	–	﹤0.01%	961
2019 Q3	$4.05K	Hold	21	–	–	﹤0.01%	972
2019 Q2	$4.22K	Hold	21	–	–	﹤0.01%	959
2019 Q1	$4.13K	Hold	21	–	–	﹤0.01%	967
2018 Q4	$3.53K	Hold	21	–	–	﹤0.01%	932
2018 Q3	$4.52K	Hold	21	–	–	﹤0.01%	907
2018 Q2	$4.29K	Hold	21	–	–	﹤0.01%	938
2018 Q1	$4K	Hold	21	–	–	﹤0.01%	942
2017 Q4	$3.92K	Hold	21	–	–	﹤0.01%	915
2017 Q3	$3.76K	Hold	21	–	–	﹤0.01%	902
2017 Q2	$3.54K	Hold	21	–	–	﹤0.01%	914
2017 Q1	$3.4K	Hold	21	–	–	﹤0.01%	891
2016 Q4	$3.23K	Hold	21	–	–	﹤0.01%	891
2016 Q3	$3.13K	Hold	21	–	–	﹤0.01%	889
2016 Q2	$2.88K	Hold	21	–	–	﹤0.01%	863
2016 Q1	$2.79K	Buy	+21	New	+$2.62K	﹤0.01%	850

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 IWO Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2023 at 21 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Sutton Wealth Advisors first reported a position in IWO in Q1 2016 and has held it in 31 quarters since. The position peaked at $6.54K in Q2 2021. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

Sutton Wealth Advisors held 21 shares of iShares Russell 2000 Growth ETF worth $4.71K as of Q3 2023.
Sutton Wealth Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2023.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #594 holding.
Sutton Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $6.54K in Q2 2021.
833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

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