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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 		$2K Buy
+10,600
New +$1.16M ﹤0.01% 1851
2023
Q4 		– Sell
-2,400
Closed -$5K – 3958
2023
Q3 		$5K Buy
+2,400
New +$236K ﹤0.01% 2846
2022
Q3 		– Sell
-4,800
Closed -$57K – 5203
2022
Q2 		$57K Sell
4,800
-16,500
-77% -$1.5M ﹤0.01% 1849
2022
Q1 		$25K Buy
21,300
+16,500
+344% +$1.65M ﹤0.01% 2855
2021
Q4 		$3K Sell
4,800
-5,100
-52% -$533K ﹤0.01% 4522
2021
Q3 		$14K Buy
9,900
+1,000
+11% +$101K ﹤0.01% 3652
2021
Q2 		$6K Buy
8,900
+800
+10% +$76.9K ﹤0.01% 4308
2021
Q1 		$4K Buy
8,100
+1,400
+21% +$126K ﹤0.01% 4516
2020
Q4 		$2K Buy
+6,700
New +$543K ﹤0.01% 4179
2020
Q3 		– Sell
-1,800
Closed -$5K – 4959
2020
Q2 		$5K Buy
1,800
+800
+80% +$52.3K ﹤0.01% 3312
2020
Q1 		$8K Sell
1,000
-700
-41% -$48K ﹤0.01% 2836
2019
Q4 		$1K Buy
1,700
+600
+55% +$41.8K ﹤0.01% 3697
2019
Q3 		$1K Sell
1,100
-3,000
-73% -$201K ﹤0.01% 3737
2019
Q2 		$2K Buy
4,100
+500
+14% +$32.8K ﹤0.01% 3583
2019
Q1 		$2K Buy
3,600
+2,200
+157% +$136K ﹤0.01% 3395
2018
Q4 		$7K Buy
+1,400
New +$86K ﹤0.01% 2743
2018
Q2 		– Sell
-1,000
Closed -$2K – 4518
2018
Q1 		$2K Buy
1,000
+200
+25% +$12.5K ﹤0.01% 3765
2017
Q4 		$1K Buy
+800
New +$47.7K ﹤0.01% 4478
2017
Q3 		– Sell
-2,200
Closed -$1K – 6241
2017
Q2 		$1K Buy
+2,200
New +$121K ﹤0.01% 5901

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.