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IUSG icon

Cutler Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cutler Group’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1K Sell
300
-2,100
-88% -$234K ﹤0.01% 2030
2023
Q4 		$12K Buy
2,400
+2,200
+1,100% +$217K ﹤0.01% 2288
2023
Q3 		$1K Buy
+200
New +$19.6K ﹤0.01% 3541
2022
Q3 		– Sell
-2,300
Closed -$1K – 5209
2022
Q2 		$1K Buy
2,300
+1,200
+109% +$110K ﹤0.01% 4623
2022
Q1 		$4K Buy
1,100
+800
+267% +$83.1K ﹤0.01% 4281
2021
Q4 		$4K Buy
300
+100
+50% +$11.1K ﹤0.01% 4349
2021
Q3 		$1K Sell
200
-1,100
-85% -$116K ﹤0.01% 5336
2021
Q2 		$5K Buy
+1,300
New +$125K ﹤0.01% 4443
2021
Q1 		– Sell
-400
Closed -$2K – 5945
2020
Q4 		$2K Sell
400
-2,500
-86% -$210K ﹤0.01% 4180
2020
Q3 		$30K Sell
2,900
-300
-9% -$23.5K ﹤0.01% 2156
2020
Q2 		$11K Buy
3,200
+2,300
+256% +$153K ﹤0.01% 2809
2020
Q1 		$1K Buy
+900
New +$59.2K ﹤0.01% 3721

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cutler Group's IUSG Position: Q4 2023 in Review

Cutler Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 100 shares — an estimated $9.85K sold.

Cutler Group first reported a position in IUSG in Q2 2020 and held it in 6 quarters. The position peaked at $248K in Q4 2020. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

  • Cutler Group reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 100 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $9.85K.
  • Cutler Group first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and held it in 6 quarters.
  • Cutler Group's iShares Core S&P US Growth ETF position peaked at $248K in Q4 2020.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.