iShares Russell 2000 Index shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $856k | 4.8k | 176.76 |
| 2023-06-30 | $907k | 4.8k | 187.29 |
| 2023-03-31 | $762k | 4.3k | 178.40 |
| 2022-12-31 | $673k | 3.9k | 174.38 |
| 2022-09-30 | $729k | 4.4k | 164.93 |
| 2022-06-30 | $748k | 4.4k | 169.37 |
| 2022-03-31 | $907k | 4.4k | 205.26 |
| 2021-12-31 | $991k | 4.5k | 222.43 |
| 2021-09-30 | $902k | 4.1k | 218.75 |
| 2021-06-30 | $946k | 4.1k | 229.37 |
| 2021-03-31 | $911k | 4.1k | 220.94 |
| 2020-12-31 | $808k | 4.1k | 196.06 |
| 2020-09-30 | $617k | 4.1k | 149.79 |
| 2020-06-30 | $597k | 4.2k | 143.18 |
| 2020-03-31 | $477k | 4.2k | 114.46 |
| 2019-12-31 | $150k | 907 | 165.67 |
| 2019-09-30 | $136k | 897 | 151.34 |
| 2019-06-30 | $140k | 897 | 155.50 |
| 2019-03-31 | $137k | 897 | 153.09 |
| 2018-12-31 | $120k | 897 | 133.90 |
| 2018-09-30 | $41k | 242 | 168.55 |
| 2018-06-30 | $40k | 242 | 163.77 |
| 2018-03-31 | $37k | 242 | 151.83 |
| 2017-12-31 | $36k | 236 | 152.46 |
| 2017-09-30 | $35k | 236 | 148.18 |
| 2017-06-30 | $33k | 236 | 140.92 |
| 2017-03-31 | $32k | 236 | 137.48 |
| 2016-12-31 | $32k | 236 | 134.85 |
| 2016-09-30 | $29k | 236 | 124.21 |
| 2016-06-30 | $27k | 236 | 114.98 |
| 2016-03-31 | $26k | 236 | 110.63 |