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Cutler Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cutler Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$7.85M Buy
+93,001
New +$7.47M 2.56% 2
2022
Q2 		– Sell
-332
Closed -$22K – 5315
2022
Q1 		$25K Hold
332
– – ﹤0.01% 2857
2021
Q4 		$27K Buy
+332
New +$26.7K ﹤0.01% 2884
2020
Q4 		– Sell
-8
Closed -$485 – 5137
2020
Q3 		$0 Buy
+8
New +$453 ﹤0.01% 4964
2019
Q2 		– Sell
-808
Closed -$35.5K – 4519
2019
Q1 		$34K Buy
+808
New +$33.1K ﹤0.01% 1676
2017
Q4 		– Sell
-2,400
Closed -$89.7K – 5375
2017
Q3 		$86K Sell
2,400
-4,000
-63% -$141K ﹤0.01% 1785
2017
Q2 		$218K Buy
6,400
+2,000
+45% +$67.8K 0.01% 1207
2017
Q1 		$144K Buy
4,400
+3,072
+231% +$98.6K 0.01% 1435
2016
Q4 		$40K Sell
1,328
-2,780
-68% -$84K ﹤0.01% 2771
2016
Q3 		$124K Buy
4,108
+4,088
+20,440% +$124K 0.01% 1631
2016
Q2 		$0 Buy
+20
New +$580 ﹤0.01% 6948

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cutler Group's IVW Position: Q1 2024 in Review

Cutler Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2024: 93,001 shares worth $7.85M. The stake represents 2.56% of the portfolio and ranks #2 among its holdings. This is a return to the name: Cutler Group previously reported a position in IVW as recently as Q1 2022.

Cutler Group first reported a position in IVW in Q2 2016 and has held it in 11 quarters since. 1,600 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • Cutler Group held 93,001 shares of iShares S&P 500 Growth ETF worth $7.85M as of Q1 2024.
  • iShares S&P 500 Growth ETF was a new Cutler Group position in Q1 2024.
  • iShares S&P 500 Growth ETF made up 2.56% of Cutler Group's portfolio in Q1 2024, its #2 holding.
  • Cutler Group first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 11 quarters since.
  • 1,600 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

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