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	$1K	Sell	5,300 -15,700	-75%	-$889K	﹤0.01%	2023
2023 Q4	$5K	Buy	21,000 +17,500	+500%	+$888K	﹤0.01%	2728
2023 Q3	$3K	Sell	3,500 -3,000	-46%	-$157K	﹤0.01%	3102
2023 Q2	$1K	Buy	6,500 +1,500	+30%	+$74.5K	﹤0.01%	3302
2023 Q1	$3K	Sell	5,000 -24,000	-83%	-$1.22M	﹤0.01%	2964
2022 Q4	$3K	Sell	29,000 -3,000	-9%	-$145K	﹤0.01%	3490
2022 Q3	$56K	Buy	32,000 +22,000	+220%	+$1.06M	﹤0.01%	1808
2022 Q2	$4K	Buy	10,000 +7,500	+300%	+$370K	﹤0.01%	3865
2022 Q1	$2K	Buy	+2,500	New	+$133K	﹤0.01%	4681
2021 Q4	–	Sell	-6,500	Closed	-$5K	–	5688
2021 Q3	$5K	Buy	+6,500	New	+$350K	﹤0.01%	4452
2020 Q3	–	Sell	-3,000	Closed	-$10K	–	4942
2020 Q2	$10K	Sell	3,000 -2,000	-40%	-$66.4K	﹤0.01%	2864
2020 Q1	$45K	Buy	+5,000	New	+$186K	﹤0.01%	1786
2019 Q4	–	Sell	-6,500	Closed	-$1K	–	4259
2019 Q3	$1K	Sell	6,500 -8,000	-55%	-$307K	﹤0.01%	3733
2019 Q2	$2K	Sell	14,500 -5,500	-28%	-$211K	﹤0.01%	3574
2019 Q1	$9K	Buy	20,000 +19,000	+1,900%	+$702K	﹤0.01%	2556
2018 Q4	$1K	Buy	+1,000	New	+$36.5K	﹤0.01%	3622
2017 Q4	–	Sell	-16,500	Closed	-$24K	–	5340
2017 Q3	$24K	Hold	16,500	–	–	﹤0.01%	2955
2017 Q2	$40K	Buy	16,500 +2,000	+14%	+$69K	﹤0.01%	2719
2017 Q1	$4K	Buy	14,500 +9,500	+190%	+$323K	﹤0.01%	4896
2016 Q4	$2K	Buy	+5,000	New	+$159K	﹤0.01%	5612
2016 Q3	–	Sell	-41,000	Closed	-$3K	–	6979
2016 Q2	$3K	Buy	41,000 +5,500	+15%	+$161K	﹤0.01%	5371
2016 Q1	$34K	Buy	35,500 +27,500	+344%	+$735K	﹤0.01%	2720
2015 Q4	$3K	Buy	+8,000	New	+$229K	﹤0.01%	5293

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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. 2,223 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.
2,223 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.