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iShares S&P SmallCap 600 Index shares owned by Sutton Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sutton Wealth Advisors from 13F filings

Historical chart of Sutton Wealth Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Sutton Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sutton Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.2M 56k 94.33
2023-06-30 $5.1M 51k 99.65
2023-03-31 $4.6M 47k 96.70
2022-12-31 $4.1M 43k 94.64
2022-09-30 $3.4M 39k 87.19
2022-06-30 $3.4M 37k 92.41
2022-03-31 $3.4M 32k 107.88
2021-12-31 $3.0M 26k 114.51
2021-09-30 $2.7M 25k 109.19
2021-06-30 $2.8M 25k 112.98
2021-03-31 $2.8M 26k 108.53
2020-12-31 $2.3M 25k 91.90
2020-09-30 $1.8M 25k 70.23
2020-06-30 $1.7M 25k 68.29
2020-03-31 $1.4M 24k 56.11
2019-12-31 $2.1M 25k 83.85
2019-09-30 $2.0M 25k 77.84
2019-06-30 $2.0M 26k 78.28
2019-03-31 $2.0M 26k 77.15
2018-12-31 $1.8M 26k 69.32
2018-09-30 $1.7M 20k 87.24
2018-06-30 $1.6M 19k 83.46
2018-03-31 $1.5M 19k 77.01
2017-12-31 $1.5M 19k 76.81
2017-09-30 $1.4M 19k 74.22
2017-06-30 $1.3M 19k 70.11
2017-03-31 $1.3M 19k 69.16
2016-12-31 $1.3M 9.6k 137.52
2016-09-30 $1.2M 9.6k 124.15
2016-06-30 $1.1M 9.7k 116.21
2016-03-31 $1.1M 9.6k 112.57

More positions owned by Sutton Wealth Advisors

Schwab U.s. Large-cap Etf Etf (SCHX)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Lincoln Elec Hldgs Stock (LECO)
Ishares Russell 1000 Etf Etf (IWB)
Abbvie Stock (ABBV)
Ishares Russell Midcap Etf Etf (IWR)
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Cohen & Steers Reit Etf Etf (ICF)
Microsoft Corp Stock (MSFT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Johnson & Johnson Stock (JNJ)
Mcdonalds Corp Stock (MCD)

View all positions for Sutton Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index