CG
IYT icon

Cutler Group’s iShares US Transportation ETF IYT Stock Holding History

Cutler Group’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$24K – 3966
2023
Q3 		$23K Buy
+400
New +$25K ﹤0.01% 1939
2023
Q2 		– Sell
-2,220
Closed -$126K – 3875
2023
Q1 		$126K Sell
2,220
-1,840
-45% -$105K 0.01% 878
2022
Q4 		$216K Buy
+4,060
New +$219K 0.02% 757
2022
Q2 		– Sell
-1,156
Closed -$67.3K – 5328
2022
Q1 		$78K Buy
+1,156
New +$76K ﹤0.01% 1888
2021
Q4 		– Sell
-356
Closed -$23.8K – 5718
2021
Q3 		$21K Sell
356
-6,024
-94% -$381K ﹤0.01% 3303
2021
Q2 		$414K Buy
+6,380
New +$426K 0.02% 857
2021
Q1 		– Sell
-2,820
Closed -$165K – 5956
2020
Q4 		$155K Buy
+2,820
New +$151K 0.01% 1239
2020
Q3 		– Sell
-3,200
Closed -$150K – 4981
2020
Q2 		$130K Buy
+3,200
New +$121K 0.01% 1138
2020
Q1 		– Sell
-63,208
Closed -$2.78M – 4349
2019
Q4 		$3.09M Buy
+63,208
New +$3.03M 0.19% 93
2019
Q2 		– Sell
-8,400
Closed -$397K – 4523
2019
Q1 		$393K Buy
+8,400
New +$382K 0.04% 395
2017
Q4 		– Sell
-1,128
Closed -$50.8K – 5388
2017
Q3 		$50K Sell
1,128
-4,972
-82% -$211K ﹤0.01% 2241
2017
Q2 		$262K Buy
6,100
+4,860
+392% +$201K 0.01% 1076
2017
Q1 		$50K Buy
+1,240
New +$51.6K ﹤0.01% 2407

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Cutler Group's IYT Position: Q4 2023 in Review

Cutler Group sold out of iShares US Transportation ETF (IYT) in Q4 2023, closing a stake of 400 shares — an estimated $24K sold.

Cutler Group first reported a position in IYT in Q1 2017 and held it in 13 quarters. The position peaked at $3.09M in Q4 2019. 198 funds tracked by Wall St. Rank hold IYT as of Q4 2023.

  • Cutler Group reported no remaining iShares US Transportation ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 400 iShares US Transportation ETF shares in Q4 2023, an estimated $24K.
  • Cutler Group first reported a position in iShares US Transportation ETF in Q1 2017 and held it in 13 quarters.
  • Cutler Group's iShares US Transportation ETF position peaked at $3.09M in Q4 2019.
  • 198 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.