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Cutler Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cutler Group’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$8.51M Buy
73,794
+20,868
+39% +$2.29M 2.77% 1
2023
Q4 		$5.57M Buy
52,926
+52,626
+17,542% +$5.16M 0.5% 38
2023
Q3 		$28K Hold
300
– – ﹤0.01% 1806
2023
Q2 		$29K Buy
+300
New +$27.7K ﹤0.01% 1621
2023
Q1 		– Sell
-7,806
Closed -$693K – 4253
2022
Q4 		$661K Buy
7,806
+6,400
+455% +$546K 0.06% 370
2022
Q3 		$111K Sell
1,406
-495
-26% -$43.8K 0.01% 1319
2022
Q2 		$159K Buy
1,901
+1,701
+851% +$155K 0.01% 1134
2022
Q1 		$20K Buy
+200
New +$19.9K ﹤0.01% 3067
2021
Q4 		– Sell
-600
Closed -$62.7K – 5707
2021
Q3 		$59K Buy
+600
New +$60.7K ﹤0.01% 2374
2019
Q2 		– Sell
-1,099
Closed -$72K – 4516
2019
Q1 		$70K Buy
+1,099
New +$68.2K 0.01% 1215
2018
Q1 		– Sell
-1,942
Closed -$121K – 4816
2017
Q4 		$118K Buy
1,942
+452
+30% +$26.9K ﹤0.01% 1273
2017
Q3 		$85K Buy
1,490
+1,137
+322% +$64.1K ﹤0.01% 1794
2017
Q2 		$19K Hold
353
– – ﹤0.01% 3457
2017
Q1 		$19K Sell
353
-14,483
-98% -$772K ﹤0.01% 3374
2016
Q4 		$760K Buy
14,836
+13,136
+773% +$657K 0.03% 505
2016
Q3 		$84K Buy
+1,700
New +$83.9K ﹤0.01% 1951

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Cutler Group's ITOT Position: Q1 2024 in Review

Cutler Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 39% in Q1 2024, buying an estimated $2.29M and bringing the position to 73,794 shares worth $8.51M. The position accounts for 2.77% of the portfolio, ranked #1.

Cutler Group first reported a position in ITOT in Q3 2016 and has held it in 16 quarters since. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

  • Cutler Group held 73,794 shares of iShares Core S&P Total US Stock Market ETF worth $8.51M as of Q1 2024.
  • Cutler Group bought 20,868 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $2.29M.
  • iShares Core S&P Total US Stock Market ETF made up 2.77% of Cutler Group's portfolio in Q1 2024, its #1 holding.
  • Cutler Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and has held it in 16 quarters since.
  • 1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

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