Sutton Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$8.77K	Hold	57	–	–	﹤0.01%	497
2023 Q2	$9.04K	Hold	57	–	–	﹤0.01%	476
2023 Q1	$7.92K	Hold	57	–	–	﹤0.01%	464
2022 Q4	$6.87K	Hold	57	–	–	﹤0.01%	1049
2022 Q3	$6.81K	Hold	57	–	–	﹤0.01%	1005
2022 Q2	$7.14K	Hold	57	–	–	﹤0.01%	998
2022 Q1	$9.06K	Hold	57	–	–	﹤0.01%	957
2021 Q4	$9.88K	Hold	57	–	–	﹤0.01%	937
2021 Q3	$8.7K	Hold	57	–	–	﹤0.01%	956
2021 Q2	$8.58K	Hold	57	–	–	﹤0.01%	951
2021 Q1	$7.67K	Hold	57	–	–	﹤0.01%	939
2020 Q4	$7.58K	Hold	57	–	–	﹤0.01%	892
2020 Q3	$6.92K	Hold	57	–	–	﹤0.01%	832
2020 Q2	$6.08K	Hold	57	–	–	﹤0.01%	820
2020 Q1	$4.8K	Hold	57	–	–	﹤0.01%	822
2019 Q4	$5.5K	Hold	57	–	–	﹤0.01%	934
2019 Q3	$4.96K	Buy	+57	New	+$4.97K	﹤0.01%	950

Other funds holding IWY

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

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

Sutton Wealth Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2023 at 57 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Sutton Wealth Advisors first reported a position in IWY in Q3 2019 and has held it in 17 quarters since. The position peaked at $9.88K in Q4 2021. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

Sutton Wealth Advisors held 57 shares of iShares Russell Top 200 Growth ETF worth $8.77K as of Q3 2023.
Sutton Wealth Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2023.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #497 holding.
Sutton Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and has held it in 17 quarters since.
Sutton Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $9.88K in Q4 2021.
380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

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