Sutton Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-548	Closed	-$43.4K	–	1685
2022 Q2	$43.4K	Hold	548	–	–	0.02%	416
2022 Q1	$55.1K	Hold	548	–	–	0.02%	374
2021 Q4	$63.1K	Hold	548	–	–	0.02%	355
2021 Q3	$61.4K	Hold	548	–	–	0.02%	348
2021 Q2	$62K	Hold	548	–	–	0.02%	352
2021 Q1	$55.9K	Hold	548	–	–	0.02%	365
2020 Q4	$56.3K	Hold	548	–	–	0.02%	328
2020 Q3	$47.4K	Hold	548	–	–	0.02%	315
2020 Q2	$43.3K	Hold	548	–	–	0.02%	334
2020 Q1	$33.3K	Hold	548	–	–	0.02%	349
2019 Q4	$41.8K	Hold	548	–	–	0.02%	361
2019 Q3	$38.7K	Hold	548	–	–	0.02%	375
2019 Q2	$39.1K	Hold	548	–	–	0.02%	366
2019 Q1	$37.2K	Hold	548	–	–	0.02%	376
2018 Q4	$31.2K	Hold	548	–	–	0.02%	380
2018 Q3	$37.1K	Hold	548	–	–	0.02%	366
2018 Q2	$34.7K	Hold	548	–	–	0.02%	387
2018 Q1	$33.7K	Hold	548	–	–	0.02%	383
2017 Q4	$33.1K	Hold	548	–	–	0.02%	389
2017 Q3	$31K	Hold	548	–	–	0.02%	393
2017 Q2	$29.6K	Hold	548	–	–	0.02%	401
2017 Q1	$28.4K	Hold	548	–	–	0.02%	383
2016 Q4	$26.7K	Hold	548	–	–	0.02%	401
2016 Q3	$26.7K	Hold	548	–	–	0.02%	387
2016 Q2	$25.6K	Hold	548	–	–	0.02%	383
2016 Q1	$25.3K	Buy	+548	New	+$23.7K	0.02%	377

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Sutton Wealth Advisors's IWP Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 548 shares — an estimated $43.4K sold.

Sutton Wealth Advisors first reported a position in IWP in Q1 2016 and held it in 26 quarters. The position peaked at $63.1K in Q4 2021. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Sutton Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 548 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $43.4K.
Sutton Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and held it in 26 quarters.
Sutton Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $63.1K in Q4 2021.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.