Cutler Group’s iShares US Financials ETF IYF Stock Holding History

Cutler Group’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100	Closed	-$6K	–	4808
2022 Q3	$6K	Buy	+100	New	+$7.37K	﹤0.01%	3508
2021 Q4	–	Sell	-100	Closed	-$8.71K	–	5717
2021 Q3	$8K	Buy	+100	New	+$8.3K	﹤0.01%	4121
2020 Q3	–	Sell	-716	Closed	-$39K	–	4978
2020 Q2	$39K	Buy	716 +200	+39%	+$10.7K	﹤0.01%	1920
2020 Q1	$25K	Buy	+516	New	+$32.7K	﹤0.01%	2155
2017 Q4	–	Sell	-400	Closed	-$23.2K	–	5385
2017 Q3	$22K	Buy	400 +200	+100%	+$10.9K	﹤0.01%	3047
2017 Q2	$10K	Buy	+200	New	+$10.5K	﹤0.01%	4155
2017 Q1	–	Sell	-49,902	Closed	-$2.6M	–	6781
2016 Q4	$2.53M	Buy	49,902 +27,666	+124%	+$1.32M	0.09%	164
2016 Q3	$1M	Buy	22,236 +18,098	+437%	+$811K	0.04%	331
2016 Q2	$177K	Buy	+4,138	New	+$179K	0.01%	1206

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cutler Group's IYF Position: Q4 2022 in Review

Cutler Group sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 100 shares — an estimated $6K sold.

Cutler Group first reported a position in IYF in Q2 2016 and held it in 9 quarters. The position peaked at $2.53M in Q4 2016. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

Cutler Group reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
Cutler Group sold 100 iShares US Financials ETF shares in Q4 2022, an estimated $6K.
Cutler Group first reported a position in iShares US Financials ETF in Q2 2016 and held it in 9 quarters.
Cutler Group's iShares US Financials ETF position peaked at $2.53M in Q4 2016.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.