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Cutler Group’s iShares US Regional Banks ETF IAT Stock Holding History

Cutler Group’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$4K Sell
100
-800
-89% -$32.8K ﹤0.01% 1630
2023
Q4 		$37K Buy
900
+200
+29% +$7.18K ﹤0.01% 1621
2023
Q3 		$23K Sell
700
-151
-18% -$5.43K ﹤0.01% 1935
2023
Q2 		$28K Buy
+851
New +$28.6K ﹤0.01% 1643
2023
Q1 		– Sell
-700
Closed -$32.7K – 4217
2022
Q4 		$33K Hold
700
– – ﹤0.01% 1863
2022
Q3 		$33K Buy
700
+100
+17% +$5.2K ﹤0.01% 2218
2022
Q2 		$29K Hold
600
– – ﹤0.01% 2367
2022
Q1 		$35K Buy
+600
New +$38K ﹤0.01% 2558
2019
Q1 		– Sell
-300
Closed -$13.5K – 4348
2018
Q4 		$11K Buy
+300
New +$13.6K ﹤0.01% 2472
2018
Q3 		– Sell
-865
Closed -$42K – 4360
2018
Q2 		$42K Buy
865
+800
+1,231% +$40.9K ﹤0.01% 1718
2018
Q1 		$3K Buy
+65
New +$3.4K ﹤0.01% 3568
2017
Q3 		– Sell
-2,700
Closed -$122K – 6207
2017
Q2 		$122K Buy
2,700
+100
+4% +$4.45K ﹤0.01% 1698
2017
Q1 		$116K Sell
2,600
-2,500
-49% -$115K ﹤0.01% 1594
2016
Q4 		$231K Buy
5,100
+4,600
+920% +$186K 0.01% 1195
2016
Q3 		$17K Sell
500
-400
-44% -$13.7K ﹤0.01% 3585
2016
Q2 		$29K Buy
+900
New +$30K ﹤0.01% 2960

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cutler Group's IAT Position: Q1 2024 in Review

Cutler Group reduced its iShares US Regional Banks ETF (IAT) stake by 89% in Q1 2024, selling an estimated $32.8K and leaving 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Cutler Group first reported a position in IAT in Q2 2016 and has held it in 16 quarters since. The position peaked at $231K in Q4 2016. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

  • Cutler Group held 100 shares of iShares US Regional Banks ETF worth $4K as of Q1 2024.
  • Cutler Group sold 800 iShares US Regional Banks ETF shares in Q1 2024, an estimated $32.8K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1630 holding.
  • Cutler Group first reported a position in iShares US Regional Banks ETF in Q2 2016 and has held it in 16 quarters since.
  • Cutler Group's iShares US Regional Banks ETF position peaked at $231K in Q4 2016.
  • 159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.