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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
2024
Q1 		$2K Buy
8,400
+2,400
+40% +$195K ﹤0.01% 1845
2023
Q4 		$3K Sell
6,000
-27,600
-82% -$1.89M ﹤0.01% 2962
2023
Q3 		$90K Buy
+33,600
New +$2.22M 0.01% 1174
2022
Q4 		– Sell
-600
Closed -$1K – 4756
2022
Q3 		$1K Buy
+600
New +$31.6K ﹤0.01% 4565
2022
Q2 		– Sell
-2,400
Closed -$15K – 5274
2022
Q1 		$15K Sell
2,400
-1,800
-43% -$116K ﹤0.01% 3286
2021
Q4 		$9K Buy
4,200
+1,200
+40% +$86.2K ﹤0.01% 3783
2021
Q3 		$13K Buy
+3,000
New +$209K ﹤0.01% 3702
2020
Q4 		– Sell
-1,200
Closed -$2K – 5101
2020
Q3 		$2K Buy
+1,200
New +$60.5K ﹤0.01% 4047
2020
Q2 		– Sell
-4,200
Closed -$15K – 4602
2020
Q1 		$15K Buy
+4,200
New +$168K ﹤0.01% 2489
2017
Q4 		– Sell
-45,600
Closed -$8K – 5336
2017
Q3 		$8K Buy
+45,600
New +$1.15M ﹤0.01% 3986

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
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
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
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.