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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
2024
Q1 		– Sell
-600
Closed -$4K – 2934
2023
Q4 		$4K Buy
+600
New +$32.3K ﹤0.01% 2839
2022
Q1 		– Sell
-2,100
Closed -$1K – 5673
2021
Q4 		$1K Buy
+2,100
New +$137K ﹤0.01% 5040
2020
Q4 		– Sell
-2,100
Closed -$2K – 5141
2020
Q3 		$2K Buy
+2,100
New +$86.6K ﹤0.01% 4055

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
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.