iShares S&P 500 Growth Index shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $692k | 10k | 68.42 |
| 2023-06-30 | $713k | 10k | 70.48 |
| 2023-03-31 | $646k | 10k | 63.89 |
| 2022-12-31 | $592k | 10k | 58.50 |
| 2022-09-30 | $585k | 10k | 57.85 |
| 2022-06-30 | $610k | 10k | 60.35 |
| 2022-03-31 | $772k | 10k | 76.38 |
| 2021-12-31 | $846k | 10k | 83.67 |
| 2021-09-30 | $747k | 10k | 73.91 |
| 2021-06-30 | $735k | 10k | 72.73 |
| 2021-03-31 | $658k | 10k | 65.11 |
| 2020-12-31 | $645k | 10k | 63.82 |
| 2020-09-30 | $631k | 2.7k | 231.08 |
| 2020-06-30 | $567k | 2.7k | 207.49 |
| 2020-03-31 | $451k | 2.7k | 165.05 |
| 2019-12-31 | $529k | 2.7k | 193.64 |
| 2019-09-30 | $492k | 2.7k | 180.03 |
| 2019-06-30 | $490k | 2.7k | 179.24 |
| 2019-03-31 | $471k | 2.7k | 172.36 |
| 2018-12-31 | $412k | 2.7k | 150.67 |
| 2018-09-30 | $484k | 2.7k | 177.17 |
| 2018-06-30 | $444k | 2.7k | 162.61 |
| 2018-03-31 | $424k | 2.7k | 155.07 |
| 2017-12-31 | $417k | 2.7k | 152.77 |
| 2017-09-30 | $392k | 2.7k | 143.42 |
| 2017-06-30 | $374k | 2.7k | 136.85 |
| 2017-03-31 | $359k | 2.7k | 131.52 |
| 2016-12-31 | $333k | 2.7k | 121.79 |
| 2016-09-30 | $332k | 2.7k | 121.66 |
| 2016-06-30 | $319k | 2.7k | 116.58 |
| 2016-03-31 | $317k | 2.7k | 115.89 |