Cutler Group’s iShares US Basic Materials ETF IYM Stock Holding History

Cutler Group’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-100	Closed	-$13K	–	2936
2023 Q4	$13K	Buy	+100	New	+$12.8K	﹤0.01%	2239
2022 Q4	–	Sell	-100	Closed	-$10K	–	4809
2022 Q3	$10K	Hold	100	–	–	﹤0.01%	3131
2022 Q2	$11K	Buy	+100	New	+$13.8K	﹤0.01%	3123
2020 Q3	–	Sell	-36	Closed	-$3K	–	4980
2020 Q2	$3K	Sell	36 -14,264	-100%	-$1.18M	﹤0.01%	3615
2020 Q1	$990K	Sell	14,300 -6,500	-31%	-$560K	0.05%	348
2019 Q4	$2.04M	Buy	+20,800	New	+$1.95M	0.12%	148
2018 Q3	–	Sell	-100	Closed	-$9K	–	4394
2018 Q2	$9K	Buy	+100	New	+$10K	﹤0.01%	2727
2016 Q2	–	Sell	-900	Closed	-$65K	–	6954
2016 Q1	$65K	Buy	900 +800	+800%	+$53.8K	﹤0.01%	2042
2015 Q4	$7K	Buy	+100	New	+$7.21K	﹤0.01%	4551

Other funds holding IYM

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cutler Group's IYM Position: Q1 2024 in Review

Cutler Group sold out of iShares US Basic Materials ETF (IYM) in Q1 2024, closing a stake of 100 shares — an estimated $13K sold.

Cutler Group first reported a position in IYM in Q4 2015 and held it in 9 quarters. The position peaked at $2.04M in Q4 2019. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

Cutler Group reported no remaining iShares US Basic Materials ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 100 iShares US Basic Materials ETF shares in Q1 2024, an estimated $13K.
Cutler Group first reported a position in iShares US Basic Materials ETF in Q4 2015 and held it in 9 quarters.
Cutler Group's iShares US Basic Materials ETF position peaked at $2.04M in Q4 2019.
198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.