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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
2021
Q4 		– Sell
-200
Closed -$2K – 5673
2021
Q3 		$2K Hold
200
– – ﹤0.01% 5018
2021
Q2 		$2K Buy
+200
New +$19.7K ﹤0.01% 5007
2020
Q3 		– Sell
-500
Closed -$1K – 4918
2020
Q2 		$1K Buy
+500
New +$29.3K ﹤0.01% 4055
2017
Q2 		– Sell
-2,100
Closed -$2K – 6628
2017
Q1 		$2K Buy
2,100
+1,100
+110% +$57.1K ﹤0.01% 5441
2016
Q4 		$1K Buy
+1,000
New +$45.8K ﹤0.01% 6007

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.