Cutler Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cutler Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,000	Closed	-$283K	–	2876
2023 Q4	$277K	Buy	+5,000	New	+$254K	0.02%	617
2021 Q4	–	Sell	-195	Closed	-$10.9K	–	5687
2021 Q3	$10K	Buy	+195	New	+$10.5K	﹤0.01%	3932
2021 Q2	–	Sell	-195	Closed	-$10.5K	–	5993
2021 Q1	$10K	Buy	+195	New	+$9.74K	﹤0.01%	3805
2019 Q4	–	Sell	-1,195	Closed	-$47.4K	–	4258
2019 Q3	$46K	Buy	+1,195	New	+$45.9K	﹤0.01%	1602
2019 Q1	–	Sell	-1,500	Closed	-$55.4K	–	4360
2018 Q4	$49K	Buy	1,500 +500	+50%	+$18.2K	﹤0.01%	1480
2018 Q3	$40K	Buy	+1,000	New	+$40.2K	﹤0.01%	1748
2018 Q2	–	Sell	-115	Closed	-$4.44K	–	4490
2018 Q1	$4K	Buy	+115	New	+$4.4K	﹤0.01%	3405
2017 Q3	–	Sell	-1,995	Closed	-$69.5K	–	6217
2017 Q2	$69K	Sell	1,995 -10,600	-84%	-$366K	﹤0.01%	2177
2017 Q1	$431K	Sell	12,595 -44,120	-78%	-$1.5M	0.02%	713
2016 Q4	$1.88M	Buy	56,715 +40,160	+243%	+$1.27M	0.07%	214
2016 Q3	$512K	Buy	+16,555	New	+$512K	0.02%	594
2016 Q2	–	Sell	-230	Closed	-$6.75K	–	6928
2016 Q1	$6K	Sell	230 -485	-68%	-$13K	﹤0.01%	4643
2015 Q4	$19K	Buy	+715	New	+$20.4K	﹤0.01%	3460

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cutler Group's IJH Position: Q1 2024 in Review

Cutler Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 5,000 shares — an estimated $283K sold.

Cutler Group first reported a position in IJH in Q4 2015 and held it in 13 quarters. The position peaked at $1.88M in Q4 2016. 2,228 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Cutler Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 5,000 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $283K.
Cutler Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and held it in 13 quarters.
Cutler Group's iShares Core S&P Mid-Cap ETF position peaked at $1.88M in Q4 2016.
2,228 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

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