Cutler Group’s iShares US Healthcare ETF IYH Stock Holding History

Cutler Group’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500	Closed	-$1K	–	4264
2022 Q4	$1K	Buy	+500	New	+$27.6K	﹤0.01%	4054
2020 Q4	–	Sell	-5,000	Closed	-$7K	–	5142
2020 Q3	$7K	Sell	5,000 -7,500	-60%	-$339K	﹤0.01%	3248
2020 Q2	$13K	Buy	+12,500	New	+$528K	﹤0.01%	2682
2020 Q1	–	Sell	-3,000	Closed	-$5K	–	4346
2019 Q4	$5K	Buy	+3,000	New	+$121K	﹤0.01%	3047
2017 Q3	–	Sell	-2,500	Closed	-$2K	–	6253
2017 Q2	$2K	Sell	2,500 -60,000	-96%	-$1.92M	﹤0.01%	5538
2017 Q1	$56K	Buy	62,500 +49,500	+381%	+$1.51M	﹤0.01%	2299
2016 Q4	$1K	Sell	13,000 -2,000	-13%	-$58K	﹤0.01%	6025
2016 Q3	$3K	Buy	15,000 +11,000	+275%	+$336K	﹤0.01%	5378
2016 Q2	$3K	Sell	4,000 -2,000	-33%	-$58.4K	﹤0.01%	5377
2016 Q1	$4K	Buy	+6,000	New	+$166K	﹤0.01%	5047

Other funds holding IYH

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cutler Group's IYH Position: Q3 2023 in Review

Cutler Group sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 500 shares — an estimated $28K sold.

Cutler Group first reported a position in IYH in Q2 2016 and held it in 8 quarters. The position peaked at $280K in Q3 2016. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Cutler Group reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Cutler Group sold 500 iShares US Healthcare ETF shares in Q3 2023, an estimated $28K.
Cutler Group first reported a position in iShares US Healthcare ETF in Q2 2016 and held it in 8 quarters.
Cutler Group's iShares US Healthcare ETF position peaked at $280K in Q3 2016.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.