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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 		$28K Sell
1,400
-14,200
-91% -$1.56M 0.01% 898
2023
Q4 		$171K Buy
15,600
+8,000
+105% +$784K 0.02% 806
2023
Q3 		$14K Sell
7,600
-12,900
-63% -$1.27M ﹤0.01% 2279
2023
Q2 		$143K Buy
20,500
+6,900
+51% +$638K 0.02% 766
2023
Q1 		$75K Sell
13,600
-3,200
-19% -$284K 0.01% 1130
2022
Q4 		$49K Buy
16,800
+3,800
+29% +$324K ﹤0.01% 1583
2022
Q3 		$13K Buy
13,000
+1,200
+10% +$106K ﹤0.01% 2935
2022
Q2 		$30K Sell
11,800
-1,800
-13% -$164K ﹤0.01% 2333
2022
Q1 		$137K Buy
13,600
+9,900
+268% +$987K 0.01% 1460
2021
Q4 		$10K Buy
3,700
+900
+32% +$94.1K ﹤0.01% 3700
2021
Q3 		$22K Sell
2,800
-4,100
-59% -$415K ﹤0.01% 3267
2021
Q2 		$69K Sell
6,900
-2,100
-23% -$202K ﹤0.01% 2201
2021
Q1 		$76K Sell
9,000
-7,000
-44% -$628K ﹤0.01% 1998
2020
Q4 		$122K Buy
16,000
+13,600
+567% +$1.1M 0.01% 1405
2020
Q3 		$11K Sell
2,400
-6,900
-74% -$515K ﹤0.01% 2914
2020
Q2 		$11K Sell
9,300
-8,300
-47% -$543K ﹤0.01% 2808
2020
Q1 		$6K Sell
17,600
-4,500
-20% -$309K ﹤0.01% 2994
2019
Q4 		$71K Buy
22,100
+18,800
+570% +$1.31M ﹤0.01% 1392
2019
Q3 		$7K Sell
3,300
-700
-18% -$46.9K ﹤0.01% 2830
2019
Q2 		$14K Sell
4,000
-1,700
-30% -$111K ﹤0.01% 2432
2019
Q1 		$7K Buy
+5,700
New +$354K ﹤0.01% 2720
2018
Q4 		– Sell
-700
Closed -$2K – 4245
2018
Q3 		$2K Buy
+700
New +$45.9K ﹤0.01% 3509
2018
Q1 		– Sell
-200
Closed -$1K – 4815
2017
Q4 		$1K Sell
200
-400
-67% -$23.8K ﹤0.01% 4477
2017
Q3 		$2K Sell
600
-1,200
-67% -$67.7K ﹤0.01% 5089
2017
Q2 		$1K Buy
+1,800
New +$98.8K ﹤0.01% 5900
2016
Q3 		– Sell
-3,600
Closed -$7K – 6999
2016
Q2 		$7K Sell
3,600
-400
-10% -$18.9K ﹤0.01% 4574
2016
Q1 		$13K Buy
+4,000
New +$177K ﹤0.01% 3756

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.