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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 		– Sell
-2,400
Closed -$62K – 2931
2023
Q4 		$62K Buy
2,400
+1,500
+167% +$382K 0.01% 1315
2023
Q3 		$2K Buy
+900
New +$230K ﹤0.01% 3280
2022
Q4 		– Sell
-3,800
Closed -$2K – 4805
2022
Q3 		$2K Buy
+3,800
New +$874K ﹤0.01% 4224
2022
Q2 		– Sell
-600
Closed -$13K – 5324
2022
Q1 		$13K Sell
600
-300
-33% -$77.7K ﹤0.01% 3394
2021
Q4 		$37K Buy
900
+500
+125% +$135K ﹤0.01% 2627
2021
Q3 		$2K Sell
400
-100
-20% -$26.2K ﹤0.01% 5029
2021
Q2 		$3K Sell
500
-600
-55% -$150K ﹤0.01% 4781
2021
Q1 		$38K Sell
1,100
-200
-15% -$46.5K ﹤0.01% 2637
2020
Q4 		$29K Sell
1,300
-10,100
-89% -$2.12M ﹤0.01% 2388
2020
Q3 		$222K Buy
11,400
+300
+3% +$58K 0.01% 870
2020
Q2 		$101K Sell
11,100
-1,100
-9% -$186K 0.01% 1298
2020
Q1 		$41K Buy
12,200
+11,700
+2,340% +$2.08M ﹤0.01% 1846
2019
Q4 		$2K Sell
500
-300
-38% -$54.1K ﹤0.01% 3455
2019
Q3 		$15K Buy
800
+600
+300% +$104K ﹤0.01% 2367
2019
Q2 		$2K Sell
200
-3,100
-94% -$526K ﹤0.01% 3589
2019
Q1 		$25K Buy
+3,300
New +$530K ﹤0.01% 1877
2018
Q3 		– Sell
-600
Closed -$2K – 4392
2018
Q2 		$2K Hold
600
– – ﹤0.01% 3584
2018
Q1 		$2K Buy
600
+500
+500% +$80.8K ﹤0.01% 3766
2017
Q4 		$1K Buy
+100
New +$15.4K ﹤0.01% 4482
2017
Q3 		– Sell
-3,200
Closed -$13K – 6250
2017
Q2 		$13K Buy
3,200
+3,000
+1,500% +$426K ﹤0.01% 3884
2017
Q1 		$1K Sell
200
-600
-75% -$82.8K ﹤0.01% 5871
2016
Q4 		$2K Buy
+800
New +$104K ﹤0.01% 5618
2016
Q1 		– Sell
-4,600
Closed -$15K – 6820
2015
Q4 		$15K Buy
+4,600
New +$559K ﹤0.01% 3697

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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.