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Cutler Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Cutler Group’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$9K – 3916
2023
Q3 		$9K Buy
+100
New +$9.45K ﹤0.01% 2526
2022
Q1 		– Sell
-100
Closed -$11K – 5622
2021
Q4 		$11K Buy
+100
New +$11.1K ﹤0.01% 3620
2020
Q1 		– Sell
-399
Closed -$25.8K – 4293
2019
Q4 		$27K Buy
+399
New +$26.3K ﹤0.01% 2029
2018
Q3 		– Sell
-100
Closed -$6K – 4359
2018
Q2 		$6K Hold
100
– – ﹤0.01% 2990
2018
Q1 		$6K Sell
100
-400
-80% -$26.4K ﹤0.01% 3165
2017
Q4 		$31K Hold
500
– – ﹤0.01% 2211
2017
Q3 		$28K Buy
500
+461
+1,182% +$25K ﹤0.01% 2798
2017
Q2 		$2K Buy
+39
New +$1.99K ﹤0.01% 5526
2017
Q1 		– Sell
-1,900
Closed -$98.6K – 6719
2016
Q4 		$94K Buy
1,900
+1,800
+1,800% +$82.5K ﹤0.01% 1958
2016
Q3 		$4K Buy
+100
New +$3.99K ﹤0.01% 5137

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cutler Group's IAI Position: Q4 2023 in Review

Cutler Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2023, closing a stake of 100 shares — an estimated $9K sold.

Cutler Group first reported a position in IAI in Q3 2016 and held it in 10 quarters. The position peaked at $94K in Q4 2016. 85 funds tracked by Wall St. Rank hold IAI as of Q4 2023.

  • Cutler Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 100 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2023, an estimated $9K.
  • Cutler Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2016 and held it in 10 quarters.
  • Cutler Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $94K in Q4 2016.
  • 85 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.