Cutler Group’s iShares US Financial Services ETF IYG Stock Holding History

Cutler Group’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-300	Closed	-$17K	–	6015
2021 Q1	$17K	Buy	+300	New	+$16.2K	﹤0.01%	3340
2020 Q3	–	Sell	-300	Closed	-$12.4K	–	4979
2020 Q2	$11K	Buy	+300	New	+$11.5K	﹤0.01%	2810
2017 Q3	–	Sell	-1,068	Closed	-$40.9K	–	6252
2017 Q2	$40K	Buy	+1,068	New	+$38.8K	﹤0.01%	2721
2016 Q4	–	Sell	-300	Closed	-$8K	–	6909
2016 Q3	$8K	Hold	300	–	–	﹤0.01%	4451
2016 Q2	$8K	Hold	300	–	–	﹤0.01%	4420
2016 Q1	$8K	Buy	+300	New	+$7.93K	﹤0.01%	4324

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Cutler Group's IYG Position: Q2 2021 in Review

Cutler Group sold out of iShares US Financial Services ETF (IYG) in Q2 2021, closing a stake of 300 shares — an estimated $17K sold.

Cutler Group first reported a position in IYG in Q1 2016 and held it in 6 quarters. The position peaked at $40K in Q2 2017. 235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

Cutler Group reported no remaining iShares US Financial Services ETF position as of Q2 2021 after selling out during the quarter.
Cutler Group sold 300 iShares US Financial Services ETF shares in Q2 2021, an estimated $17K.
Cutler Group first reported a position in iShares US Financial Services ETF in Q1 2016 and held it in 6 quarters.
Cutler Group's iShares US Financial Services ETF position peaked at $40K in Q2 2017.
235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

Based on Cutler Group's 13F filing for Q2 2021, filed 19 Jul 2021.