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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.43M	Buy	78,343 +882	+1%	+$64.3K	2.67%	7
2023 Q2	$5.66M	Buy	77,461 +1,425	+2%	+$99.1K	2.74%	6
2023 Q1	$5.32M	Buy	76,036 +2,733	+4%	+$193K	2.84%	7
2022 Q4	$4.94M	Buy	73,303 +6,980	+11%	+$471K	1.88%	11
2022 Q3	$4.12M	Buy	66,323 +1,724	+3%	+$119K	1.68%	13
2022 Q2	$4.18M	Buy	64,599 +4,972	+8%	+$354K	1.66%	13
2022 Q1	$4.65M	Buy	59,627 +4,664	+8%	+$359K	1.6%	13
2021 Q4	$4.56M	Buy	54,963 +3,536	+7%	+$290K	1.52%	14
2021 Q3	$4.02M	Buy	51,427 +363	+0.7%	+$29.1K	1.48%	13
2021 Q2	$4.05M	Buy	51,064 +71	+0.1%	+$5.51K	1.48%	14
2021 Q1	$3.77M	Buy	50,993 +647	+1%	+$46.8K	1.48%	14
2020 Q4	$3.45M	Buy	50,346 +1,170	+2%	+$74.5K	1.46%	14
2020 Q3	$2.82M	Buy	49,176 +128	+0.3%	+$7.29K	1.37%	17
2020 Q2	$2.63M	Buy	49,048 +1,135	+2%	+$56.9K	1.38%	16
2020 Q1	$2.07M	Buy	47,913 +5,323	+12%	+$293K	1.3%	15
2019 Q4	$2.54M	Sell	42,590 -83	-0.2%	-$4.76K	1.3%	14
2019 Q3	$2.39M	Sell	42,673 -2,093	-5%	-$117K	1.33%	14
2019 Q2	$2.5M	Sell	44,766 -1,131	-2%	-$62K	1.44%	14
2019 Q1	$2.48M	Sell	45,897 -457	-1%	-$23.7K	1.45%	13
2018 Q4	$2.15M	Sell	46,354 -1,986	-4%	-$100K	1.39%	13
2018 Q3	$2.66M	Buy	48,340 +1,764	+4%	+$96.7K	1.75%	9
2018 Q2	$2.47M	Sell	46,576 -332	-0.7%	-$17.5K	1.72%	8
2018 Q1	$2.42M	Buy	46,908 +32	+0.1%	+$1.69K	1.73%	8
2017 Q4	$2.44M	Buy	46,876 +1,472	+3%	+$74.7K	1.79%	7
2017 Q3	$2.24M	Buy	45,404 +692	+2%	+$33.4K	1.71%	8
2017 Q2	$2.15M	Buy	44,712 +1,424	+3%	+$67.5K	1.7%	8
2017 Q1	$2.03M	Buy	43,288 +272	+0.6%	+$12.6K	1.7%	8
2016 Q4	$1.92M	Sell	43,016 -308	-0.7%	-$13.5K	1.72%	10
2016 Q3	$1.89M	Buy	43,324 +712	+2%	+$30.9K	1.72%	9
2016 Q2	$1.79M	Buy	42,612 +996	+2%	+$41.1K	1.69%	10
2016 Q1	$1.7M	Buy	+41,616	New	+$1.58M	1.61%	10

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Sutton Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q3 2023, buying an estimated $64.3K and bringing the position to 78,343 shares worth $5.43M. The position accounts for 2.67% of the portfolio, ranked #7.

Sutton Wealth Advisors first reported a position in IWR in Q1 2016 and has held it in 31 quarters since. The position peaked at $5.66M in Q2 2023. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

Sutton Wealth Advisors held 78,343 shares of iShares Russell Mid-Cap ETF worth $5.43M as of Q3 2023.
Sutton Wealth Advisors bought 882 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $64.3K.
iShares Russell Mid-Cap ETF made up 2.67% of Sutton Wealth Advisors's portfolio in Q3 2023, its #7 holding.
Sutton Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $5.66M in Q2 2023.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

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