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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
-200
Closed -$1K – 2903
2023
Q4 		$1K Buy
+200
New +$15.3K ﹤0.01% 3345
2021
Q4 		– Sell
-200
Closed -$1K – 5699
2021
Q3 		$1K Hold
200
– – ﹤0.01% 5333
2021
Q2 		$1K Sell
200
-400
-67% -$27.9K ﹤0.01% 5314
2021
Q1 		$2K Buy
+600
New +$39K ﹤0.01% 4946
2020
Q4 		– Sell
-400
Closed -$1K – 5124
2020
Q3 		$1K Buy
+400
New +$22.5K ﹤0.01% 4356
2016
Q3 		– Sell
-48,000
Closed -$28K – 6992
2016
Q2 		$28K Buy
+48,000
New +$1.73M ﹤0.01% 3003

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

Cutler Group's IOO Position: Q1 2024 in Review

Cutler Group sold out of iShares Global 100 ETF (IOO) in Q1 2024, closing a stake of 100 shares — an estimated $8K sold.

Cutler Group first reported a position in IOO in Q3 2016 and held it in 10 quarters. The position peaked at $634K in Q3 2016. 258 funds tracked by Wall St. Rank hold IOO as of Q1 2024.

  • Cutler Group reported no remaining iShares Global 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 100 iShares Global 100 ETF shares in Q1 2024, an estimated $8K.
  • Cutler Group first reported a position in iShares Global 100 ETF in Q3 2016 and held it in 10 quarters.
  • Cutler Group's iShares Global 100 ETF position peaked at $634K in Q3 2016.
  • 258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2024.

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