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	-$1K	–	2935
2023 Q4	$1K	Buy	+100	New	+$12.8K	﹤0.01%	3352
2022 Q2	–	Sell	-1,200	Closed	-$4K	–	5326
2022 Q1	$4K	Buy	1,200 +100	+9%	+$13.8K	﹤0.01%	4282
2021 Q4	$1K	Buy	+1,100	New	+$148K	﹤0.01%	5041
2021 Q3	–	Sell	-100	Closed	-$1K	–	6020
2021 Q2	$1K	Buy	+100	New	+$13.4K	﹤0.01%	5321
2020 Q1	–	Sell	-2,100	Closed	-$9K	–	4347
2019 Q4	$9K	Sell	2,100 -20,100	-91%	-$1.89M	﹤0.01%	2697
2019 Q3	$47K	Buy	+22,200	New	+$2.04M	﹤0.01%	1581
2016 Q2	–	Sell	-3,300	Closed	-$1K	–	6953
2016 Q1	$1K	Hold	3,300	–	–	﹤0.01%	6012
2015 Q4	$2K	Buy	+3,300	New	+$238K	﹤0.01%	5564

Other funds holding IYM

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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.