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Cutler Group’s iShares Russell 3000 ETF IWV Stock Holding History

Cutler Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$780K Buy
2,600
+100
+4% +$28.5K 0.25% 90
2023
Q4 		$684K Buy
+2,500
New +$637K 0.06% 336
2023
Q1 		– Sell
-549
Closed -$121K – 4260
2022
Q4 		$121K Buy
+549
New +$122K 0.01% 1059
2021
Q3 		– Sell
-500
Closed -$131K – 6016
2021
Q2 		$127K Buy
+500
New +$125K 0.01% 1670
2021
Q1 		– Sell
-1,020
Closed -$237K – 5952
2020
Q4 		$228K Buy
+1,020
New +$214K 0.01% 1012
2020
Q3 		– Sell
-320
Closed -$61.9K – 4971
2020
Q2 		$57K Buy
+320
New +$54.2K ﹤0.01% 1654
2019
Q4 		– Sell
-920
Closed -$166K – 4275
2019
Q3 		$159K Sell
920
-100
-10% -$17.3K 0.01% 813
2019
Q2 		$175K Sell
1,020
-100
-9% -$17K 0.02% 789
2019
Q1 		$186K Buy
+1,120
New +$180K 0.02% 677
2018
Q1 		– Sell
-100
Closed -$16.2K – 4824
2017
Q4 		$15K Buy
+100
New +$15.4K ﹤0.01% 2810
2017
Q2 		– Sell
-296
Closed -$42.1K – 6681
2017
Q1 		$41K Buy
296
+263
+797% +$36.3K ﹤0.01% 2608
2016
Q4 		$4K Sell
33
-100
-75% -$13K ﹤0.01% 5084
2016
Q3 		$17K Hold
133
– – ﹤0.01% 3588
2016
Q2 		$16K Hold
133
– – ﹤0.01% 3598
2016
Q1 		$16K Sell
133
-43
-24% -$4.92K ﹤0.01% 3533
2015
Q4 		$21K Buy
+176
New +$21.4K ﹤0.01% 3369

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cutler Group's IWV Position: Q1 2024 in Review

Cutler Group increased its iShares Russell 3000 ETF (IWV) stake by 4% in Q1 2024, buying an estimated $28.5K and bringing the position to 2,600 shares worth $780K. The position accounts for 0.25% of the portfolio, ranked #90.

Cutler Group first reported a position in IWV in Q4 2015 and has held it in 16 quarters since. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

  • Cutler Group held 2,600 shares of iShares Russell 3000 ETF worth $780K as of Q1 2024.
  • Cutler Group bought 100 iShares Russell 3000 ETF shares in Q1 2024, an estimated $28.5K.
  • iShares Russell 3000 ETF made up 0.25% of Cutler Group's portfolio in Q1 2024, its #90 holding.
  • Cutler Group first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 16 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

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