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Cutler Group’s iShares Russell 1000 ETF IWB Stock Holding History

Cutler Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.47M Sell
8,567
-8,050
-48% -$2.21M 0.8% 21
2023
Q4 		$4.36M Buy
+16,617
New +$4.07M 0.39% 52
2023
Q1 		– Sell
-802
Closed -$177K – 4256
2022
Q4 		$168K Buy
+802
New +$170K 0.01% 874
2022
Q3 		– Sell
-700
Closed -$154K – 5214
2022
Q2 		$145K Buy
700
+100
+17% +$22.6K 0.01% 1199
2022
Q1 		$150K Buy
+600
New +$148K 0.01% 1401
2021
Q2 		– Sell
-300
Closed -$70.7K – 6010
2021
Q1 		$67K Buy
+300
New +$65.7K ﹤0.01% 2099
2020
Q2 		– Sell
-2,199
Closed -$356K – 4619
2020
Q1 		$311K Buy
+2,199
New +$372K 0.02% 742
2019
Q3 		– Sell
-599
Closed -$98.3K – 4365
2019
Q2 		$97K Buy
599
+200
+50% +$32K 0.01% 1108
2019
Q1 		$62K Buy
+399
New +$60.3K 0.01% 1292
2018
Q4 		– Sell
-100
Closed -$15K – 4253
2018
Q3 		$16K Hold
100
– – ﹤0.01% 2383
2018
Q2 		$15K Buy
+100
New +$15.1K ﹤0.01% 2380
2018
Q1 		– Sell
-7,091
Closed -$1.08M – 4820
2017
Q4 		$1.05M Buy
7,091
+5,950
+521% +$862K 0.04% 312
2017
Q3 		$159K Sell
1,141
-1,259
-52% -$173K 0.01% 1320
2017
Q2 		$324K Sell
2,400
-352,784
-99% -$47.1M 0.01% 953
2017
Q1 		$46.6M Buy
355,184
+354,284
+39,365% +$45.9M 1.94% 4
2016
Q4 		$112K Buy
900
+800
+800% +$97.3K ﹤0.01% 1811
2016
Q3 		$12K Sell
100
-164
-62% -$19.7K ﹤0.01% 4002
2016
Q2 		$30K Buy
+264
New +$30.4K ﹤0.01% 2919
2016
Q1 		– Sell
-364
Closed -$39.3K – 6818
2015
Q4 		$41K Buy
+364
New +$41.6K ﹤0.01% 2664

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cutler Group's IWB Position: Q1 2024 in Review

Cutler Group reduced its iShares Russell 1000 ETF (IWB) stake by 48% in Q1 2024, selling an estimated $2.21M and leaving 8,567 shares worth $2.47M. The position accounts for 0.8% of the portfolio, ranked #21.

Cutler Group first reported a position in IWB in Q4 2015 and has held it in 19 quarters since. The position peaked at $46.6M in Q1 2017. 1,226 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • Cutler Group held 8,567 shares of iShares Russell 1000 ETF worth $2.47M as of Q1 2024.
  • Cutler Group sold 8,050 iShares Russell 1000 ETF shares in Q1 2024, an estimated $2.21M.
  • iShares Russell 1000 ETF made up 0.8% of Cutler Group's portfolio in Q1 2024, its #21 holding.
  • Cutler Group first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 19 quarters since.
  • Cutler Group's iShares Russell 1000 ETF position peaked at $46.6M in Q1 2017.
  • 1,226 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

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