iShares Russell 1000 Value Index shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $90k | 594 | 151.82 |
| 2023-06-30 | $94k | 594 | 157.83 |
| 2023-03-31 | $90k | 594 | 152.26 |
| 2022-12-31 | $90k | 594 | 151.65 |
| 2022-09-30 | $81k | 594 | 135.99 |
| 2022-06-30 | $89k | 613 | 144.97 |
| 2022-03-31 | $102k | 613 | 165.98 |
| 2021-12-31 | $103k | 613 | 167.93 |
| 2021-09-30 | $96k | 613 | 156.51 |
| 2021-06-30 | $97k | 613 | 158.62 |
| 2021-03-31 | $93k | 613 | 151.55 |
| 2020-12-31 | $87k | 639 | 136.73 |
| 2020-09-30 | $76k | 639 | 118.13 |
| 2020-06-30 | $79k | 697 | 112.62 |
| 2020-03-31 | $69k | 697 | 99.18 |
| 2019-12-31 | $95k | 697 | 136.48 |
| 2019-09-30 | $125k | 972 | 128.26 |
| 2019-06-30 | $124k | 972 | 127.22 |
| 2019-03-31 | $120k | 972 | 123.49 |
| 2018-12-31 | $108k | 972 | 111.05 |
| 2018-09-30 | $136k | 1.1k | 126.62 |
| 2018-06-30 | $130k | 1.1k | 121.38 |
| 2018-03-31 | $129k | 1.1k | 119.96 |
| 2017-12-31 | $133k | 1.1k | 124.34 |
| 2017-09-30 | $135k | 1.1k | 118.51 |
| 2017-06-30 | $133k | 1.1k | 116.43 |
| 2017-03-31 | $131k | 1.1k | 114.94 |
| 2016-12-31 | $128k | 1.1k | 112.03 |
| 2016-09-30 | $120k | 1.1k | 105.62 |
| 2016-06-30 | $118k | 1.1k | 103.23 |
| 2016-03-31 | $113k | 1.1k | 98.81 |
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