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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 		– Sell
-45,100
Closed -$6K – 2928
2023
Q4 		$6K Sell
45,100
-37,600
-45% -$8.48M ﹤0.01% 2658
2023
Q3 		$646K Buy
82,700
+63,600
+333% +$15.2M 0.07% 350
2023
Q2 		$56K Buy
19,100
+12,800
+203% +$2.93M 0.01% 1227
2023
Q1 		$36K Sell
6,300
-184,900
-97% -$42.3M ﹤0.01% 1548
2022
Q4 		$149K Sell
191,200
-16,200
-8% -$3.55M 0.01% 948
2022
Q3 		$1.07M Buy
207,400
+126,300
+156% +$28.4M 0.07% 286
2022
Q2 		$533K Buy
81,100
+21,400
+36% +$4.77M 0.04% 512
2022
Q1 		$294K Sell
59,700
-147,500
-71% -$37.8M 0.02% 956
2021
Q4 		$387K Sell
207,200
-110,300
-35% -$33.2M 0.02% 882
2021
Q3 		$1.01M Buy
317,500
+133,800
+73% +$40.2M 0.05% 464
2021
Q2 		$388K Buy
183,700
+103,400
+129% +$31.1M 0.02% 886
2021
Q1 		$383K Buy
80,300
+45,000
+127% +$14M 0.02% 875
2020
Q4 		$59K Sell
35,300
-1,500
-4% -$382K ﹤0.01% 1878
2020
Q3 		$21K Sell
36,800
-8,300
-18% -$1.82M ﹤0.01% 2419
2020
Q2 		$186K Buy
45,100
+39,700
+735% +$7.42M 0.01% 907
2020
Q1 		$286K Hold
5,400
– – 0.01% 777
2019
Q4 		$6K Sell
5,400
-78,900
-94% -$16M ﹤0.01% 2937
2019
Q3 		$229K Sell
84,300
-26,800
-24% -$5.31M 0.02% 643
2019
Q2 		$85K Buy
111,100
+7,000
+7% +$1.38M 0.01% 1187
2019
Q1 		$254K Sell
104,100
-131,000
-56% -$24.9M 0.03% 552
2018
Q4 		$156K Buy
235,100
+82,200
+54% +$15.3M 0.01% 776
2018
Q3 		$136K Buy
152,900
+57,100
+60% +$12.2M 0.01% 1038
2018
Q2 		$291K Buy
+95,800
New +$19.2M 0.02% 623
2017
Q4 		– Sell
-3,400
Closed -$3K – 5380
2017
Q3 		$3K Sell
3,400
-82,100
-96% -$13.9M ﹤0.01% 4805
2017
Q2 		$17K Sell
85,500
-6,000
-7% -$988K ﹤0.01% 3584
2017
Q1 		$108K Buy
+91,500
New +$14.5M ﹤0.01% 1663
2016
Q4 		– Sell
-7,000
Closed -$5K – 6905
2016
Q3 		$5K Buy
7,000
+2,000
+40% +$291K ﹤0.01% 4947
2016
Q2 		$14K Sell
5,000
-9,400
-65% -$1.27M ﹤0.01% 3754
2016
Q1 		$32K Buy
+14,400
New +$1.8M ﹤0.01% 2778

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.