Sutton Wealth Advisors Inc. / IWB
Sutton Wealth Advisors Inc.’s Ishares Tr Position
Does Sutton Wealth Advisors Inc. own Ishares Tr (IWB)? Yes — 30.7K shares worth $7M (+3.55% of its 13F portfolio) as of Q3 2023.
Position Value
$7M
Q3 2023
Shares
30.7K
% of Portfolio
+3.55%
Quarters Held
1
currently held
Position History IWB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 30.7K | $7M | +3.55% |
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 IWB.