Cutler Group’s iShares US Utilities ETF IDU Stock Holding History

Cutler Group’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,100	Closed	-$2K	–	2853
2023 Q4	$2K	Buy	+1,100	New	+$84.3K	﹤0.01%	3110
2022 Q3	–	Sell	-5,100	Closed	-$28K	–	5174
2022 Q2	$28K	Buy	5,100 +3,800	+292%	+$336K	﹤0.01%	2407
2022 Q1	$6K	Buy	+1,300	New	+$111K	﹤0.01%	4004
2019 Q4	–	Sell	-2,200	Closed	-$5K	–	4252
2019 Q3	$5K	Buy	+2,200	New	+$171K	﹤0.01%	3023
2018 Q1	–	Sell	-1,200	Closed	-$3K	–	4788
2017 Q4	$3K	Hold	1,200	–	–	﹤0.01%	3954
2017 Q3	$2K	Sell	1,200 -2,600	-68%	-$175K	﹤0.01%	5081
2017 Q2	$6K	Buy	+3,800	New	+$250K	﹤0.01%	4669
2017 Q1	–	Sell	-7,200	Closed	-$10K	–	6733
2016 Q4	$10K	Buy	7,200 +1,200	+20%	+$71.8K	﹤0.01%	4196
2016 Q3	$9K	Buy	6,000 +3,400	+131%	+$216K	﹤0.01%	4315
2016 Q2	$12K	Buy	2,600 +2,400	+1,200%	+$148K	﹤0.01%	3928
2016 Q1	$1K	Buy	+200	New	+$11.5K	﹤0.01%	5996

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Cutler Group's IDU Position: Q1 2024 in Review

Cutler Group sold out of iShares US Utilities ETF (IDU) in Q1 2024, closing a stake of 323 shares — an estimated $25K sold.

Cutler Group first reported a position in IDU in Q4 2016 and held it in 7 quarters. The position peaked at $238K in Q2 2020. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

Cutler Group reported no remaining iShares US Utilities ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 323 iShares US Utilities ETF shares in Q1 2024, an estimated $25K.
Cutler Group first reported a position in iShares US Utilities ETF in Q4 2016 and held it in 7 quarters.
Cutler Group's iShares US Utilities ETF position peaked at $238K in Q2 2020.
206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

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