Sutton Wealth Advisors Inc. IWR Holdings History
Sutton Wealth Advisors Inc.'s iShares Russell Mid-Cap ETF Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 78,343.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $5.43 Mil. This investment constitutes 2.69% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0.02% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 15 purchases of IWR, at an average price of $58.43, for a total of 82,107.00 shares. In addition, there have been 4 sales at an average price of $55.13 for 3,764.00 shares. Based on historical transaction data and IWR's current price of $93.69, Sutton Wealth Advisors Inc.'s estimated gain on his IWR holdings is $2.75 Mil, reflecting a 57.32% gain to date.
Sutton Wealth Advisors Inc. IWR ($93.69) Holding Chart
Sutton Wealth Advisors Inc. IWR ($93.69) 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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