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
2021 Q3	–	Sell	-800	Closed	-$5K	–	6019
2021 Q2	$5K	Buy	+800	New	+$64.3K	﹤0.01%	4446
2020 Q3	–	Sell	-1,000	Closed	-$3K	–	4977
2020 Q2	$3K	Buy	+1,000	New	+$53.4K	﹤0.01%	3614
2019 Q3	–	Sell	-800	Closed	-$1K	–	4371
2019 Q2	$1K	Buy	+800	New	+$49.3K	﹤0.01%	3872
2018 Q1	–	Sell	-4,000	Closed	-$4K	–	4826
2017 Q4	$4K	Buy	+4,000	New	+$232K	﹤0.01%	3784
2017 Q2	–	Sell	-4,400	Closed	-$2K	–	6686
2017 Q1	$2K	Buy	4,400 +2,200	+100%	+$115K	﹤0.01%	5454
2016 Q4	$2K	Sell	2,200 -2,800	-56%	-$134K	﹤0.01%	5620
2016 Q3	$5K	Buy	+5,000	New	+$224K	﹤0.01%	4948

Other funds holding IYF

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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.