SWA
Sutton Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.43M | Buy |
78,343
+882
| +1% | +$61.1K | 2.67% | 7 |
|
|
2023
Q2 | $5.66M | Buy |
77,461
+1,425
| +2% | +$104K | 2.74% | 6 |
|
|
2023
Q1 | $5.32M | Buy |
76,036
+2,733
| +4% | +$191K | 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% | +$107K | 1.68% | 13 |
|
|
2022
Q2 | $4.18M | Buy |
64,599
+4,972
| +8% | +$321K | 1.66% | 13 |
|
|
2022
Q1 | $4.65M | Buy |
59,627
+4,664
| +8% | +$364K | 1.6% | 13 |
|
|
2021
Q4 | $4.56M | Buy |
54,963
+3,536
| +7% | +$294K | 1.52% | 14 |
|
|
2021
Q3 | $4.02M | Buy |
51,427
+363
| +0.7% | +$28.4K | 1.48% | 13 |
|
|
2021
Q2 | $4.05M | Buy |
51,064
+71
| +0.1% | +$5.63K | 1.48% | 14 |
|
|
2021
Q1 | $3.77M | Buy |
50,993
+647
| +1% | +$47.8K | 1.48% | 14 |
|
|
2020
Q4 | $3.45M | Buy |
50,346
+1,170
| +2% | +$80.2K | 1.46% | 14 |
|
|
2020
Q3 | $2.82M | Buy |
49,176
+128
| +0.3% | +$7.35K | 1.37% | 17 |
|
|
2020
Q2 | $2.63M | Buy |
49,048
+1,135
| +2% | +$60.8K | 1.38% | 16 |
|
|
2020
Q1 | $2.07M | Buy |
47,913
+5,323
| +12% | +$230K | 1.3% | 15 |
|
|
2019
Q4 | $2.54M | Sell |
42,590
-83
| -0.2% | -$4.95K | 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% | -$63.2K | 1.44% | 14 |
|
|
2019
Q1 | $2.48M | Sell |
45,897
-457
| -1% | -$24.7K | 1.45% | 13 |
|
|
2018
Q4 | $2.15M | Buy |
46,354
+34,269
| +284% | +$1.59M | 1.39% | 13 |
|
|
2018
Q3 | $2.66M | Buy |
12,085
+441
| +4% | +$97.2K | 1.75% | 9 |
|
|
2018
Q2 | $2.47M | Sell |
11,644
-83
| -0.7% | -$17.6K | 1.72% | 8 |
|
|
2018
Q1 | $2.42M | Buy |
11,727
+8
| +0.1% | +$1.65K | 1.73% | 8 |
|
|
2017
Q4 | $2.44M | Buy |
11,719
+368
| +3% | +$76.6K | 1.79% | 7 |
|
|
2017
Q3 | $2.24M | Buy |
11,351
+173
| +2% | +$34.1K | 1.71% | 8 |
|
|
2017
Q2 | $2.15M | Buy |
11,178
+356
| +3% | +$68.4K | 1.7% | 8 |
|
|
2017
Q1 | $2.03M | Buy |
10,822
+68
| +0.6% | +$12.7K | 1.7% | 8 |
|
|
2016
Q4 | $1.92M | Sell |
10,754
-77
| -0.7% | -$13.8K | 1.72% | 10 |
|
|
2016
Q3 | $1.89M | Buy |
10,831
+178
| +2% | +$31K | 1.72% | 9 |
|
|
2016
Q2 | $1.79M | Buy |
10,653
+249
| +2% | +$41.9K | 1.69% | 10 |
|
|
2016
Q1 | $1.7M | Buy |
+10,404
| New | +$1.7M | 1.61% | 10 |
|