Sutton Wealth Advisors Inc. IWB Holdings History
Sutton Wealth Advisors Inc.'s iShares Russell 1000 ETF Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 30,697.00 shares of iShares Russell 1000 ETF(IWB), totaling $7.21 Mil. This investment constitutes 3.57% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0.02% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 2 purchases of IWB, at an average price of $149.70, for a total of 35,952.00 shares. In addition, there have been 16 sales at an average price of $223.74 for 5,255.00 shares. Based on historical transaction data and IWB's current price of $343.73, Sutton Wealth Advisors Inc.'s estimated gain on his IWB holdings is $6.35 Mil, reflecting a 117.89% gain to date.
Sutton Wealth Advisors Inc. IWB ($343.73) Holding Chart
Sutton Wealth Advisors Inc. IWB ($343.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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