Cutler Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cutler Group’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,060	Closed	-$209K	–	3928
2023 Q3	$194K	Buy	+3,060	New	+$202K	0.02%	768
2021 Q3	–	Sell	-7,800	Closed	-$542K	–	5993
2021 Q2	$525K	Buy	+7,800	New	+$497K	0.02%	731
2021 Q1	–	Sell	-5,400	Closed	-$323K	–	5932
2020 Q4	$314K	Buy	+5,400	New	+$296K	0.01%	851
2020 Q3	–	Sell	-23,400	Closed	-$1.18M	–	4937
2020 Q2	$1.09M	Buy	+23,400	New	+$983K	0.07%	279
2017 Q4	–	Sell	-600	Closed	-$15K	–	5335
2017 Q3	$15K	Buy	+600	New	+$15.2K	﹤0.01%	3413

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cutler Group's IGM Position: Q4 2023 in Review

Cutler Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2023, closing a stake of 3,060 shares — an estimated $209K sold.

Cutler Group first reported a position in IGM in Q3 2017 and held it in 5 quarters. The position peaked at $1.09M in Q2 2020. 321 funds tracked by Wall St. Rank hold IGM as of Q4 2023.

Cutler Group reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2023 after selling out during the quarter.
Cutler Group sold 3,060 iShares Expanded Tech Sector ETF shares in Q4 2023, an estimated $209K.
Cutler Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2017 and held it in 5 quarters.
Cutler Group's iShares Expanded Tech Sector ETF position peaked at $1.09M in Q2 2020.
321 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.