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Cutler Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cutler Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.67M Buy
6,153
+4,373
+246% +$1.12M 0.54% 32
2023
Q4 		$448K Buy
+1,780
New +$401K 0.04% 456
2023
Q3 		– Sell
-1,000
Closed -$239K – 4049
2023
Q2 		$242K Buy
+1,000
New +$229K 0.03% 542
2023
Q1 		– Sell
-7,855
Closed -$1.8M – 4258
2022
Q4 		$1.69M Sell
7,855
-2,615
-25% -$573K 0.14% 152
2022
Q3 		$2.16M Buy
+10,470
New +$2.36M 0.15% 140
2022
Q2 		– Sell
-400
Closed -$89.2K – 5322
2022
Q1 		$102K Buy
+400
New +$102K 0.01% 1685
2021
Q4 		– Sell
-3,660
Closed -$1.1M – 5712
2021
Q3 		$1.07M Buy
+3,660
New +$1.1M 0.05% 429
2020
Q3 		– Sell
-7,489
Closed -$1.64M – 4967
2020
Q2 		$1.55M Buy
+7,489
New +$1.4M 0.1% 208
2019
Q1 		– Sell
-14,151
Closed -$2.69M – 4387
2018
Q4 		$2.38M Buy
+14,151
New +$2.64M 0.23% 67
2017
Q3 		– Sell
-4,818
Closed -$818K – 6247
2017
Q2 		$813K Sell
4,818
-53,798
-92% -$8.86M 0.03% 481
2017
Q1 		$9.47M Buy
58,616
+58,534
+71,383% +$9.29M 0.39% 43
2016
Q4 		$12K Sell
82
-1,250
-94% -$187K ﹤0.01% 3996
2016
Q3 		$198K Buy
1,332
+182
+16% +$26.5K 0.01% 1220
2016
Q2 		$157K Buy
+1,150
New +$155K 0.01% 1311
2016
Q1 		– Sell
-32
Closed -$3.99K – 6819
2015
Q4 		$4K Buy
+32
New +$4.54K ﹤0.01% 5075

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cutler Group's IWO Position: Q1 2024 in Review

Cutler Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 246% in Q1 2024, buying an estimated $1.12M and bringing the position to 6,153 shares worth $1.67M. The position accounts for 0.54% of the portfolio, ranked #32.

Cutler Group first reported a position in IWO in Q4 2015 and has held it in 15 quarters since. The position peaked at $9.47M in Q1 2017. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Cutler Group held 6,153 shares of iShares Russell 2000 Growth ETF worth $1.67M as of Q1 2024.
  • Cutler Group bought 4,373 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $1.12M.
  • iShares Russell 2000 Growth ETF made up 0.54% of Cutler Group's portfolio in Q1 2024, its #32 holding.
  • Cutler Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 15 quarters since.
  • Cutler Group's iShares Russell 2000 Growth ETF position peaked at $9.47M in Q1 2017.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

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