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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 		$101K Sell
2,400
-1,300
-35% -$356K 0.03% 456
2023
Q4 		$73K Sell
3,700
-19,100
-84% -$4.68M 0.01% 1219
2023
Q3 		$239K Buy
22,800
+22,200
+3,700% +$5.43M 0.02% 686
2023
Q2 		$3K Sell
600
-200
-25% -$46.1K ﹤0.01% 2863
2023
Q1 		$3K Buy
+800
New +$176K ﹤0.01% 2971
2022
Q2 		– Sell
-1,100
Closed -$22K – 5317
2022
Q1 		$22K Buy
1,100
+300
+38% +$74.1K ﹤0.01% 2964
2021
Q4 		$10K Sell
800
-400
-33% -$103K ﹤0.01% 3701
2021
Q3 		$2K Sell
1,200
-1,000
-45% -$249K ﹤0.01% 5028
2021
Q2 		$5K Buy
+2,200
New +$518K ﹤0.01% 4444
2021
Q1 		– Sell
-1,100
Closed -$35K – 5948
2020
Q4 		$35K Sell
1,100
-2,200
-67% -$439K ﹤0.01% 2257
2020
Q3 		$22K Buy
3,300
+1,800
+120% +$332K ﹤0.01% 2388
2020
Q2 		$7K Hold
1,500
– – ﹤0.01% 3095
2020
Q1 		$4K Sell
1,500
-3,300
-69% -$558K ﹤0.01% 3189
2019
Q4 		$34K Buy
4,800
+1,400
+41% +$239K ﹤0.01% 1892
2019
Q3 		$8K Buy
3,400
+2,300
+209% +$377K ﹤0.01% 2742
2019
Q2 		$17K Sell
1,100
-300
-21% -$48K ﹤0.01% 2324
2019
Q1 		$2K Buy
+1,400
New +$212K ﹤0.01% 3397
2018
Q4 		– Sell
-400
Closed -$2K – 4252
2018
Q3 		$2K Sell
400
-500
-56% -$79.4K ﹤0.01% 3510
2018
Q2 		$1K Buy
900
+700
+350% +$105K ﹤0.01% 3841
2018
Q1 		$1K Sell
200
-1,100
-85% -$167K ﹤0.01% 4068
2017
Q4 		$8K Hold
1,300
– – ﹤0.01% 3299
2017
Q3 		$5K Buy
+1,300
New +$178K ﹤0.01% 4383
2017
Q1 		– Sell
-1,300
Closed -$3K – 6773
2016
Q4 		$3K Buy
1,300
+1,000
+333% +$122K ﹤0.01% 5321
2016
Q3 		$1K Hold
300
– – ﹤0.01% 6151
2016
Q2 		$1K Sell
300
-100
-25% -$11.5K ﹤0.01% 6102
2016
Q1 		$2K Buy
+400
New +$43.2K ﹤0.01% 5587

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.