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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 		$3K Sell
100
-25,300
-100% -$6.46M ﹤0.01% 1723
2023
Q4 		$102K Buy
25,400
+19,800
+354% +$4.46M 0.01% 1049
2023
Q3 		$14K Sell
5,600
-4,000
-42% -$957K ﹤0.01% 2281
2023
Q2 		$69K Buy
9,600
+9,300
+3,100% +$2.13M 0.01% 1126
2023
Q1 		$1K Sell
300
-24,900
-99% -$5.7M ﹤0.01% 3455
2022
Q4 		$18K Sell
25,200
-200
-0.8% -$43.8K ﹤0.01% 2290
2022
Q3 		$71K Buy
25,400
+1,900
+8% +$428K ﹤0.01% 1639
2022
Q2 		$10K Sell
23,500
-3,200
-12% -$714K ﹤0.01% 3199
2022
Q1 		$46K Buy
26,700
+23,500
+734% +$6.01M ﹤0.01% 2314
2021
Q4 		$30K Sell
3,200
-100
-3% -$30.1K ﹤0.01% 2797
2021
Q3 		$5K Sell
3,300
-22,200
-87% -$6.67M ﹤0.01% 4456
2021
Q2 		$238K Buy
25,500
+20,100
+372% +$6.05M 0.01% 1224
2021
Q1 		$18K Buy
5,400
+5,200
+2,600% +$1.61M ﹤0.01% 3297
2020
Q4 		$4K Sell
200
-55,300
-100% -$14.1M ﹤0.01% 3792
2020
Q3 		$165K Buy
55,500
+52,600
+1,814% +$11.5M 0.01% 1024
2020
Q2 		$53K Sell
2,900
-13,300
-82% -$2.49M ﹤0.01% 1702
2020
Q1 		$39K Buy
16,200
+12,200
+305% +$2.42M ﹤0.01% 1883
2019
Q4 		$40K Buy
+4,000
New +$812K ﹤0.01% 1777
2019
Q3 		– Sell
-6,000
Closed -$29K – 4368
2019
Q2 		$29K Sell
6,000
-13,000
-68% -$2.57M ﹤0.01% 1931
2019
Q1 		$32K Sell
19,000
-23,000
-55% -$4.38M ﹤0.01% 1727
2018
Q4 		$8K Sell
42,000
-53,200
-56% -$9.92M ﹤0.01% 2658
2018
Q3 		$90K Buy
+95,200
New +$20.3M 0.01% 1259
2017
Q4 		– Sell
-400
Closed -$5K – 5379
2017
Q3 		$5K Sell
400
-7,800
-95% -$1.33M ﹤0.01% 4384
2017
Q2 		$24K Buy
8,200
+7,500
+1,071% +$1.23M ﹤0.01% 3230
2017
Q1 		$1K Sell
700
-36,800
-98% -$5.84M ﹤0.01% 5870
2016
Q4 		$20K Buy
37,500
+37,400
+37,400% +$5.58M ﹤0.01% 3469
2016
Q3 		$1K Buy
+100
New +$14.6K ﹤0.01% 6152

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.