Cutler Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Cutler Group’s Portfolio IGE Stock Details IGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-500	Closed	-$19K	–	4023
2023 Q2	$19K	Buy	500 +200	+67%	+$7.73K	﹤0.01%	1879
2023 Q1	$11K	Sell	300 -9,075	-97%	-$366K	﹤0.01%	2267
2022 Q4	$381K	Buy	+9,375	New	+$381K	0.03%	533
2022 Q2	–	Sell	-3,300	Closed	-$134K	–	5272
2022 Q1	$133K	Buy	3,300 +3,000	+1,000%	+$110K	0.01%	1490
2021 Q4	$9K	Buy	+300	New	+$9.46K	﹤0.01%	3781
2021 Q2	–	Sell	-2,899	Closed	-$86.6K	–	5989
2021 Q1	$79K	Buy	2,899 +300	+12%	+$7.94K	﹤0.01%	1965
2020 Q4	$60K	Buy	+2,599	New	+$56.6K	﹤0.01%	1866
2017 Q4	–	Sell	-200	Closed	-$6K	–	5333
2017 Q3	$6K	Buy	+200	New	+$6.42K	﹤0.01%	4220
2017 Q1	–	Sell	-100	Closed	-$3K	–	6739
2016 Q4	$3K	Buy	+100	New	+$3.48K	﹤0.01%	5312
2016 Q3	–	Sell	-4,100	Closed	-$136K	–	6976
2016 Q2	$136K	Hold	4,100	–	–	0.01%	1427
2016 Q1	$121K	Sell	4,100 -1,400	-25%	-$38K	0.01%	1437
2015 Q4	$154K	Buy	+5,500	New	+$171K	0.01%	1392

Other funds holding IGE

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Cutler Group's IGE Position: Q3 2023 in Review

Cutler Group sold out of iShares North American Natural Resources ETF (IGE) in Q3 2023, closing a stake of 500 shares — an estimated $19K sold.

Cutler Group first reported a position in IGE in Q4 2015 and held it in 12 quarters. The position peaked at $381K in Q4 2022. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2023.

Cutler Group reported no remaining iShares North American Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
Cutler Group sold 500 iShares North American Natural Resources ETF shares in Q3 2023, an estimated $19K.
Cutler Group first reported a position in iShares North American Natural Resources ETF in Q4 2015 and held it in 12 quarters.
Cutler Group's iShares North American Natural Resources ETF position peaked at $381K in Q4 2022.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.