iShares Russell 3000 Index shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $193k | 788 | 245.14 |
| 2023-06-30 | $201k | 788 | 254.57 |
| 2023-03-31 | $186k | 788 | 235.48 |
| 2022-12-31 | $213k | 963 | 220.78 |
| 2022-09-30 | $211k | 1.0k | 207.11 |
| 2022-06-30 | $223k | 1.0k | 217.46 |
| 2022-03-31 | $268k | 1.0k | 262.37 |
| 2021-12-31 | $362k | 1.3k | 277.49 |
| 2021-09-30 | $255k | 1.0k | 254.92 |
| 2021-06-30 | $253k | 987 | 255.98 |
| 2021-03-31 | $226k | 953 | 237.16 |
| 2020-12-31 | $209k | 934 | 223.48 |
| 2020-09-30 | $186k | 948 | 195.75 |
| 2020-06-30 | $168k | 934 | 179.97 |
| 2020-03-31 | $135k | 912 | 148.33 |
| 2019-12-31 | $125k | 665 | 188.49 |
| 2019-09-30 | $110k | 630 | 173.77 |
| 2019-06-30 | $109k | 630 | 172.36 |
| 2019-03-31 | $105k | 630 | 166.70 |
| 2018-12-31 | $93k | 630 | 146.92 |
| 2018-09-30 | $60k | 350 | 172.30 |
| 2018-06-30 | $57k | 350 | 162.29 |
| 2018-03-31 | $55k | 350 | 156.34 |
| 2017-12-31 | $55k | 350 | 158.17 |
| 2017-09-30 | $75k | 500 | 149.28 |
| 2017-06-30 | $72k | 500 | 144.02 |
| 2017-03-31 | $70k | 500 | 139.90 |
| 2016-12-31 | $67k | 500 | 132.98 |
| 2016-09-30 | $72k | 565 | 128.19 |
| 2016-06-30 | $70k | 565 | 124.02 |
| 2016-03-31 | $68k | 565 | 120.86 |