SEC 13F Intelligence

Sutton Wealth Advisors Inc. / IJR

Sutton Wealth Advisors Inc.’s Ishares Tr Position

Does Sutton Wealth Advisors Inc. own Ishares Tr (IJR)? Yes55.5K shares worth $5M (+2.57% of its 13F portfolio) as of Q3 2023.

Position Value
$5M
Q3 2023
Shares
55.5K
% of Portfolio
+2.57%
Quarters Held
1
currently held

Position History IJR

Reported value by quarter
Q3 ’23: $5MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202355.5K$5M+2.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sutton Wealth Advisors Inc.’s full portfolio or all institutional holders of IJR.