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Cutler Group’s iShares US Real Estate ETF IYR Stock Holding History

Cutler Group’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$814K Sell
9,057
-15,587
-63% -$1.38M 0.26% 86
2023
Q4 		$2.25M Buy
+24,644
New +$2.02M 0.2% 104
2023
Q2 		– Sell
-10,578
Closed -$888K – 3874
2023
Q1 		$898K Sell
10,578
-3,268
-24% -$286K 0.09% 218
2022
Q4 		$1.17M Buy
13,846
+10,715
+342% +$900K 0.1% 213
2022
Q3 		$254K Buy
3,131
+3,128
+104,267% +$296K 0.02% 843
2022
Q2 		$0 Buy
+3
New +$299 ﹤0.01% 5327
2021
Q3 		– Sell
-43,125
Closed -$4.59M – 6021
2021
Q2 		$4.4M Sell
43,125
-1,648
-4% -$164K 0.21% 95
2021
Q1 		$4.12M Buy
+44,773
New +$3.93M 0.2% 99
2020
Q4 		– Sell
-5,636
Closed -$469K – 5143
2020
Q3 		$449K Sell
5,636
-2,163
-28% -$175K 0.03% 569
2020
Q2 		$614K Sell
7,799
-46,097
-86% -$3.49M 0.04% 432
2020
Q1 		$3.75M Buy
+53,896
New +$4.77M 0.19% 98
2019
Q4 		– Sell
-70,668
Closed -$6.55M – 4279
2019
Q3 		$6.61M Buy
+70,668
New +$6.44M 0.6% 22
2019
Q2 		– Sell
-13,661
Closed -$1.2M – 4522
2019
Q1 		$1.19M Buy
+13,661
New +$1.13M 0.12% 154
2018
Q4 		– Sell
-6,614
Closed -$520K – 4258
2018
Q3 		$529K Buy
+6,614
New +$539K 0.04% 444
2017
Q4 		– Sell
-189,245
Closed -$15.4M – 5387
2017
Q3 		$15.1M Buy
189,245
+60,040
+46% +$4.82M 0.57% 20
2017
Q2 		$10.3M Sell
129,205
-74,183
-36% -$5.9M 0.38% 44
2017
Q1 		$16M Buy
+203,388
New +$15.9M 0.66% 23
2016
Q4 		– Sell
-1,200
Closed -$91.2K – 6911
2016
Q3 		$96K Buy
+1,200
New +$99.4K ﹤0.01% 1850

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Cutler Group's IYR Position: Q1 2024 in Review

Cutler Group reduced its iShares US Real Estate ETF (IYR) stake by 63% in Q1 2024, selling an estimated $1.38M and leaving 9,057 shares worth $814K. The position accounts for 0.26% of the portfolio, ranked #86.

Cutler Group first reported a position in IYR in Q3 2016 and has held it in 18 quarters since. The position peaked at $16M in Q1 2017. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Cutler Group held 9,057 shares of iShares US Real Estate ETF worth $814K as of Q1 2024.
  • Cutler Group sold 15,587 iShares US Real Estate ETF shares in Q1 2024, an estimated $1.38M.
  • iShares US Real Estate ETF made up 0.26% of Cutler Group's portfolio in Q1 2024, its #86 holding.
  • Cutler Group first reported a position in iShares US Real Estate ETF in Q3 2016 and has held it in 18 quarters since.
  • Cutler Group's iShares US Real Estate ETF position peaked at $16M in Q1 2017.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

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