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	–	Sell	-4,300	Closed	-$1K	–	2836
2023 Q4	$1K	Sell	4,300 -29,000	-87%	-$1.04M	﹤0.01%	3336
2023 Q3	$17K	Sell	33,300 -8,100	-20%	-$291K	﹤0.01%	2142
2023 Q2	$55K	Buy	+41,400	New	+$1.39M	0.01%	1234
2017 Q3	–	Sell	-60,000	Closed	-$3K	–	6208
2017 Q2	$3K	Hold	60,000	–	–	﹤0.01%	5243
2017 Q1	$30K	Hold	60,000	–	–	﹤0.01%	2901
2016 Q4	$64K	Buy	+60,000	New	+$2.43M	﹤0.01%	2308

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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.