A detailed history of Sutton Wealth Advisors Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 4,841 shares of IWM stock, worth $1.08 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,841
Previous 4,841 -0.0%
Holding current value
$1.08 Million
Previous $907 Million 5.62%
% of portfolio
0.42%
Previous 0.44%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Nov 08, 2023

BUY
$170.4 - $187.93 $96,787 - $106,744
568 Added 13.29%
4,841 $907 Million
Q1 2023

Nov 07, 2023

BUY
$170.25 - $198.32 $70,143 - $81,707
412 Added 10.67%
4,273 $762 Million
Q4 2022

Nov 07, 2023

SELL
$166.81 - $188.05 $93,079 - $104,931
-558 Reduced 12.63%
3,861 $673 Million
Q1 2022

Nov 07, 2023

SELL
$191.52 - $225.32 $6,703 - $7,886
-35 Reduced 0.79%
4,419 $907 Million
Q4 2021

Nov 07, 2023

BUY
$212.12 - $242.56 $69,999 - $80,044
330 Added 8.0%
4,454 $991 Million
Q2 2021

Nov 07, 2023

BUY
$211.85 - $232.89 $423 - $465
2 Added 0.05%
4,124 $946 Million
Q4 2020

Nov 07, 2023

BUY
$152.18 - $199.14 $913 - $1,194
6 Added 0.15%
4,122 $808 Million
Q3 2020

Nov 07, 2023

SELL
$139.07 - $158.46 $7,370 - $8,398
-53 Reduced 1.27%
4,116 $617 Million
Q2 2020

Nov 07, 2023

BUY
$104.62 - $153.09 $313 - $459
3 Added 0.07%
4,169 $597 Million
Q1 2020

Nov 07, 2023

BUY
$99.9 - $169.53 $325,574 - $552,498
3,259 Added 359.32%
4,166 $477 Million
Q4 2019

Nov 07, 2023

BUY
$146.46 - $166.68 $1,464 - $1,666
10 Added 1.11%
907 $150 Million
Q4 2018

Nov 06, 2023

BUY
$125.88 - $166.33 $82,451 - $108,946
655 Added 270.66%
897 $120 Million
Q1 2018

Nov 06, 2023

BUY
$145.44 - $159.96 $872 - $959
6 Added 2.54%
242 $36.7 Million
Q1 2016

Nov 06, 2023

BUY
N/A
236
236 $26.1 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Sutton Wealth Advisors Inc. Portfolio

Follow Sutton Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sutton Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sutton Wealth Advisors Inc. with notifications on news.