CG
IYF icon

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
2020
Q2 		– Sell
-1,600
Closed -$1K – 4622
2020
Q1 		$1K Buy
+1,600
New +$101K ﹤0.01% 3722
2017
Q2 		– Sell
-6,600
Closed -$3K – 6687
2017
Q1 		$3K Buy
+6,600
New +$344K ﹤0.01% 5141

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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.