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

Cutler Group’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-100	Closed	-$8.34K	–	2879
2023 Q4	$7K	Buy	+100	New	+$7.34K	﹤0.01%	2567
2022 Q3	–	Sell	-447	Closed	-$28K	–	5181
2022 Q2	$28K	Sell	447 -253	-36%	-$17.8K	﹤0.01%	2408
2022 Q1	$54K	Buy	700 +500	+250%	+$38.6K	﹤0.01%	2181
2021 Q4	$17K	Buy	200 +100	+100%	+$8.38K	﹤0.01%	3249
2021 Q3	$7K	Buy	+100	New	+$8.12K	﹤0.01%	4209
2020 Q4	–	Sell	-400	Closed	-$26.7K	–	5106
2020 Q3	$23K	Hold	400	–	–	﹤0.01%	2352
2020 Q2	$22K	Buy	+400	New	+$20.8K	﹤0.01%	2311
2017 Q4	–	Sell	-488	Closed	-$25.7K	–	5342
2017 Q3	$24K	Hold	488	–	–	﹤0.01%	2956
2017 Q2	$23K	Buy	+488	New	+$23.7K	﹤0.01%	3266
2017 Q1	–	Sell	-3,696	Closed	-$174K	–	6746
2016 Q4	$168K	Sell	3,696 -5,456	-60%	-$240K	0.01%	1433
2016 Q3	$399K	Buy	9,152 +1,200	+15%	+$52.7K	0.02%	726
2016 Q2	$336K	Buy	+7,952	New	+$330K	0.02%	803

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

Cutler Group's IJK Position: Q1 2024 in Review

Cutler Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 100 shares — an estimated $8.34K sold.

Cutler Group first reported a position in IJK in Q2 2016 and held it in 12 quarters. The position peaked at $399K in Q3 2016. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Cutler Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 100 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $8.34K.
Cutler Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2016 and held it in 12 quarters.
Cutler Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $399K in Q3 2016.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

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