Sutton Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$193K	Hold	788	–	–	0.1%	112
2023 Q2	$201K	Hold	788	–	–	0.1%	107
2023 Q1	$186K	Sell	788 -175	-18%	-$40.4K	0.1%	109
2022 Q4	$213K	Sell	963 -54	-5%	-$12K	0.08%	166
2022 Q3	$211K	Sell	1,017 -6	-0.6%	-$1.38K	0.09%	165
2022 Q2	$222K	Buy	1,023 +1	+0.1%	+$237	0.09%	157
2022 Q1	$268K	Sell	1,022 -283	-22%	-$73.3K	0.09%	149
2021 Q4	$362K	Buy	1,305 +304	+30%	+$82.3K	0.12%	116
2021 Q3	$255K	Buy	1,001 +14	+1%	+$3.67K	0.09%	149
2021 Q2	$253K	Buy	987 +34	+4%	+$8.48K	0.09%	155
2021 Q1	$226K	Buy	953 +19	+2%	+$4.41K	0.09%	159
2020 Q4	$209K	Sell	934 -14	-1%	-$2.94K	0.09%	153
2020 Q3	$186K	Buy	948 +14	+1%	+$2.71K	0.09%	149
2020 Q2	$168K	Buy	934 +22	+2%	+$3.73K	0.09%	152
2020 Q1	$135K	Buy	912 +247	+37%	+$44K	0.09%	161
2019 Q4	$125K	Buy	665 +35	+6%	+$6.31K	0.06%	193
2019 Q3	$109K	Hold	630	–	–	0.06%	199
2019 Q2	$109K	Hold	630	–	–	0.06%	199
2019 Q1	$105K	Hold	630	–	–	0.06%	201
2018 Q4	$92.6K	Buy	630 +280	+80%	+$44.5K	0.06%	199
2018 Q3	$60.3K	Hold	350	–	–	0.04%	254
2018 Q2	$56.8K	Hold	350	–	–	0.04%	261
2018 Q1	$54.7K	Hold	350	–	–	0.04%	258
2017 Q4	$55.4K	Sell	350 -150	-30%	-$23.1K	0.04%	257
2017 Q3	$74.6K	Hold	500	–	–	0.06%	214
2017 Q2	$72K	Hold	500	–	–	0.06%	217
2017 Q1	$70K	Hold	500	–	–	0.06%	216
2016 Q4	$66.5K	Sell	500 -65	-12%	-$8.43K	0.06%	219
2016 Q3	$72.4K	Hold	565	–	–	0.07%	207
2016 Q2	$70.1K	Hold	565	–	–	0.07%	208
2016 Q1	$68.3K	Buy	+565	New	+$64.6K	0.06%	208

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Sutton Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2023 at 788 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #112.

Sutton Wealth Advisors first reported a position in IWV in Q1 2016 and has held it in 31 quarters since. The position peaked at $362K in Q4 2021. 683 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

Sutton Wealth Advisors held 788 shares of iShares Russell 3000 ETF worth $193K as of Q3 2023.
Sutton Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2023.
iShares Russell 3000 ETF made up 0.1% of Sutton Wealth Advisors's portfolio in Q3 2023, its #112 holding.
Sutton Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Russell 3000 ETF position peaked at $362K in Q4 2021.
683 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

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