Cutler Group’s iShares US Energy ETF IYE Stock Holding History

Cutler Group’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-700	Closed	-$1K	–	4278
2019 Q3	$1K	Buy	+700	New	+$22.7K	﹤0.01%	3740
2018 Q2	–	Sell	-3,700	Closed	-$1K	–	4527
2018 Q1	$1K	Buy	+3,700	New	+$143K	﹤0.01%	4070
2017 Q2	–	Sell	-900	Closed	-$8K	–	6685
2017 Q1	$8K	Hold	900	–	–	﹤0.01%	4272
2016 Q4	$6K	Sell	900 -1,100	-55%	-$43.9K	﹤0.01%	4754
2016 Q3	$8K	Buy	+2,000	New	+$76.2K	﹤0.01%	4450
2016 Q2	–	Sell	-4,200	Closed	-$1K	–	6952
2016 Q1	$1K	Buy	+4,200	New	+$137K	﹤0.01%	6011

Other funds holding IYE

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

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

Cutler Group's IYE Position: Q4 2021 in Review

Cutler Group sold out of iShares US Energy ETF (IYE) in Q4 2021, closing a stake of 600 shares — an estimated $16K sold.

Cutler Group first reported a position in IYE in Q2 2016 and held it in 15 quarters. The position peaked at $310K in Q3 2017. 351 funds tracked by Wall St. Rank hold IYE as of Q4 2021.

Cutler Group reported no remaining iShares US Energy ETF position as of Q4 2021 after selling out during the quarter.
Cutler Group sold 600 iShares US Energy ETF shares in Q4 2021, an estimated $16K.
Cutler Group first reported a position in iShares US Energy ETF in Q2 2016 and held it in 15 quarters.
Cutler Group's iShares US Energy ETF position peaked at $310K in Q3 2017.
351 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2021.

Based on Cutler Group's 13F filing for Q4 2021, filed 18 Jan 2022.