iShares S&P 500 Index shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $567k | 1.3k | 429.43 |
| 2023-06-30 | $589k | 1.3k | 445.71 |
| 2023-03-31 | $543k | 1.3k | 411.08 |
| 2022-12-31 | $493k | 1.3k | 384.21 |
| 2022-09-30 | $442k | 1.2k | 358.65 |
| 2022-06-30 | $463k | 1.2k | 379.15 |
| 2022-03-31 | $491k | 1.1k | 453.69 |
| 2021-12-31 | $509k | 1.1k | 476.99 |
| 2021-09-30 | $459k | 1.1k | 430.82 |
| 2021-06-30 | $458k | 1.1k | 429.92 |
| 2021-03-31 | $410k | 1.0k | 397.82 |
| 2020-12-31 | $384k | 1.0k | 375.39 |
| 2020-09-30 | $337k | 1.0k | 336.06 |
| 2020-06-30 | $284k | 918 | 309.69 |
| 2020-03-31 | $177k | 684 | 258.40 |
| 2019-12-31 | $195k | 602 | 323.24 |
| 2019-09-30 | $180k | 602 | 298.52 |
| 2019-06-30 | $368k | 1.2k | 294.75 |
| 2019-03-31 | $355k | 1.2k | 284.56 |
| 2018-12-31 | $314k | 1.2k | 251.61 |
| 2018-09-30 | $366k | 1.2k | 292.73 |
| 2018-06-30 | $341k | 1.2k | 273.05 |
| 2018-03-31 | $331k | 1.2k | 265.37 |
| 2017-12-31 | $336k | 1.2k | 268.85 |
| 2017-09-30 | $152k | 602 | 252.93 |
| 2017-06-30 | $147k | 602 | 243.41 |
| 2017-03-31 | $143k | 602 | 237.27 |
| 2016-12-31 | $135k | 602 | 224.99 |
| 2016-09-30 | $131k | 602 | 217.56 |
| 2016-06-30 | $127k | 602 | 210.50 |
| 2016-03-31 | $124k | 602 | 206.65 |