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
2021 Q4	–	Sell	-1,000	Closed	-$4K	–	5710
2021 Q3	$4K	Sell	1,000 -1,400	-58%	-$148K	﹤0.01%	4619
2021 Q2	$4K	Buy	2,400 +300	+14%	+$28.9K	﹤0.01%	4595
2021 Q1	$8K	Buy	+2,100	New	+$189K	﹤0.01%	3991
2020 Q2	–	Sell	-500	Closed	-$4K	–	4617
2020 Q1	$4K	Buy	+500	New	+$32.9K	﹤0.01%	3188

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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.