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	-4,100	Closed	-$37K	–	2877
2023 Q4	$37K	Buy	+4,100	New	+$422K	﹤0.01%	1622
2023 Q2	–	Sell	-400	Closed	-$1K	–	3849
2023 Q1	$1K	Buy	+400	New	+$42.7K	﹤0.01%	3448
2021 Q1	–	Sell	-400	Closed	-$2K	–	5936
2020 Q4	$2K	Buy	+400	New	+$31.4K	﹤0.01%	4173
2020 Q1	–	Sell	-1,200	Closed	-$3K	–	4306
2019 Q4	$3K	Sell	1,200 -600	-33%	-$49.3K	﹤0.01%	3287
2019 Q3	$2K	Buy	1,800 +800	+80%	+$63K	﹤0.01%	3482
2019 Q2	$2K	Buy	+1,000	New	+$79.3K	﹤0.01%	3575
2017 Q1	–	Sell	-600	Closed	-$3K	–	6745
2016 Q4	$3K	Hold	600	–	–	﹤0.01%	5313
2016 Q3	$1K	Sell	600 -18,600	-97%	-$1.23M	﹤0.01%	6140
2016 Q2	$197K	Buy	+19,200	New	+$1.21M	0.01%	1132

Other funds holding IJJ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 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.