CG
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Cutler Group’s iShares Global 100 ETF IOO Stock Holding History

Cutler Group’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$8K – 2904
2023
Q4 		$8K Buy
+100
New +$7.65K ﹤0.01% 2520
2023
Q1 		– Sell
-500
Closed -$32K – 4245
2022
Q4 		$32K Hold
500
– – ﹤0.01% 1886
2022
Q3 		$29K Buy
+500
New +$33.2K ﹤0.01% 2327
2022
Q1 		– Sell
-600
Closed -$46K – 5651
2021
Q4 		$46K Buy
600
+200
+50% +$15.1K ﹤0.01% 2463
2021
Q3 		$28K Buy
+400
New +$29.3K ﹤0.01% 3035
2020
Q3 		– Sell
-100
Closed -$5.64K – 4950
2020
Q2 		$5K Sell
100
-100
-50% -$5K ﹤0.01% 3311
2020
Q1 		$8K Hold
200
– – ﹤0.01% 2835
2019
Q4 		$10K Buy
+200
New +$10.3K ﹤0.01% 2639
2018
Q3 		– Sell
-100
Closed -$4K – 4381
2018
Q2 		$4K Buy
+100
New +$4.66K ﹤0.01% 3229
2016
Q4 		– Sell
-16,942
Closed -$638K – 6890
2016
Q3 		$634K Buy
+16,942
New +$629K 0.03% 501

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return