Sutton Wealth Advisors Inc. / IWR
Sutton Wealth Advisors Inc.’s Ishares Tr Position
Does Sutton Wealth Advisors Inc. own Ishares Tr (IWR)? Yes — 78.3K shares worth $5M (+2.67% of its 13F portfolio) as of Q3 2023.
Position Value
$5M
Q3 2023
Shares
78.3K
% of Portfolio
+2.67%
Quarters Held
1
currently held
Position History IWR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 78.3K | $5M | +2.67% |
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 IWR.