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Cutler Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cutler Group’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$11.3K – 2878
2023
Q4 		$11K Buy
+100
New +$10.3K ﹤0.01% 2335
2022
Q3 		– Sell
-900
Closed -$84K – 5180
2022
Q2 		$84K Buy
900
+700
+350% +$71.4K 0.01% 1552
2022
Q1 		$21K Buy
200
+100
+100% +$10.8K ﹤0.01% 3017
2021
Q4 		$11K Hold
100
– – ﹤0.01% 3621
2021
Q3 		$10K Buy
+100
New +$10.5K ﹤0.01% 3933
2021
Q1 		– Sell
-500
Closed -$43K – 5937
2020
Q4 		$43K Buy
+500
New +$39.2K ﹤0.01% 2109
2020
Q1 		– Sell
-1,866
Closed -$159K – 4307
2019
Q4 		$159K Buy
+1,866
New +$153K 0.01% 949
2019
Q1 		– Sell
-8,400
Closed -$581K – 4361
2018
Q4 		$581K Buy
+8,400
New +$642K 0.06% 297
2018
Q1 		– Sell
-6
Closed – – 4797
2017
Q4 		$0 Buy
+6
New +$468 ﹤0.01% 5341
2017
Q2 		– Sell
-862
Closed -$63.7K – 6648
2017
Q1 		$63K Buy
862
+600
+229% +$44.5K ﹤0.01% 2167
2016
Q4 		$19K Sell
262
-1,958
-88% -$135K ﹤0.01% 3511
2016
Q3 		$147K Sell
2,220
-4,218
-66% -$279K 0.01% 1480
2016
Q2 		$412K Buy
6,438
+5,600
+668% +$352K 0.02% 693
2016
Q1 		$51K Buy
+838
New +$47.5K ﹤0.01% 2313

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cutler Group's IJJ Position: Q1 2024 in Review

Cutler Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 100 shares — an estimated $11.3K sold.

Cutler Group first reported a position in IJJ in Q1 2016 and held it in 14 quarters. The position peaked at $581K in Q4 2018. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

  • Cutler Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 100 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $11.3K.
  • Cutler Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and held it in 14 quarters.
  • Cutler Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $581K in Q4 2018.
  • 729 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

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