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
2023 Q1	–	Sell	-300	Closed	-$1K	–	4261
2022 Q4	$1K	Buy	+300	New	+$66.7K	﹤0.01%	4052
2022 Q1	–	Sell	-1,700	Closed	-$2K	–	5671
2021 Q4	$2K	Buy	+1,700	New	+$461K	﹤0.01%	4757
2021 Q3	–	Sell	-1,600	Closed	-$1K	–	6017
2021 Q2	$1K	Sell	1,600 -3,800	-70%	-$947K	﹤0.01%	5318
2021 Q1	$13K	Buy	5,400 +1,300	+32%	+$302K	﹤0.01%	3572
2020 Q4	$30K	Buy	4,100 +3,000	+273%	+$630K	﹤0.01%	2364
2020 Q3	$2K	Sell	1,100 -900	-45%	-$174K	﹤0.01%	4054
2020 Q2	$10K	Sell	2,000 -400	-17%	-$67.8K	﹤0.01%	2868
2020 Q1	$62K	Buy	+2,400	New	+$427K	﹤0.01%	1598
2019 Q4	–	Sell	-1,000	Closed	-$2K	–	4276
2019 Q3	$2K	Buy	+1,000	New	+$173K	﹤0.01%	3490
2019 Q1	–	Sell	-2,500	Closed	-$28K	–	4388
2018 Q4	$28K	Buy	+2,500	New	+$397K	﹤0.01%	1871
2017 Q1	–	Sell	-1,400	Closed	-$2K	–	6779
2016 Q4	$2K	Buy	+1,400	New	+$181K	﹤0.01%	5619

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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.