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Cutler Group’s iShares Dow Jones US ETF IYY Stock Holding History

Cutler Group’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-600
Closed -$6K – 4053
2023
Q2 		$6K Hold
600
– – ﹤0.01% 2539
2023
Q1 		$3K Buy
600
+100
+20% +$9.78K ﹤0.01% 2973
2022
Q4 		$1K Buy
+500
New +$47K ﹤0.01% 4055

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cutler Group's IYY Position: Q4 2023 in Review

Cutler Group sold out of iShares Dow Jones US ETF (IYY) in Q4 2023, closing a stake of 300 shares — an estimated $31K sold.

Cutler Group first reported a position in IYY in Q3 2022 and held it in 4 quarters. The position peaked at $493K in Q1 2023. 218 funds tracked by Wall St. Rank hold IYY as of Q4 2023.

  • Cutler Group reported no remaining iShares Dow Jones US ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 300 iShares Dow Jones US ETF shares in Q4 2023, an estimated $31K.
  • Cutler Group first reported a position in iShares Dow Jones US ETF in Q3 2022 and held it in 4 quarters.
  • Cutler Group's iShares Dow Jones US ETF position peaked at $493K in Q1 2023.
  • 218 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2023.

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