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	$1K	Sell	100 -1,600	-94%	-$133K	﹤0.01%	2024
2023 Q4	$9K	Buy	1,700 +100	+6%	+$7.34K	﹤0.01%	2453
2023 Q3	$4K	Buy	+1,600	New	+$121K	﹤0.01%	2965
2021 Q3	–	Sell	-300	Closed	-$1K	–	5995
2021 Q2	$1K	Sell	300 -100	-25%	-$8.03K	﹤0.01%	5309
2021 Q1	$2K	Sell	400 -900	-69%	-$69.3K	﹤0.01%	4941
2020 Q4	$3K	Buy	+1,300	New	+$86.7K	﹤0.01%	3963
2020 Q1	–	Sell	-400	Closed	-$1K	–	4308
2019 Q4	$1K	Buy	+400	New	+$22.9K	﹤0.01%	3690
2019 Q3	–	Sell	-4,000	Closed	-$1K	–	4345
2019 Q2	$1K	Sell	4,000 -800	-17%	-$44.4K	﹤0.01%	3867
2019 Q1	$7K	Buy	+4,800	New	+$253K	﹤0.01%	2719
2018 Q2	–	Sell	-15,200	Closed	-$11K	–	4491
2018 Q1	$11K	Buy	15,200 +14,000	+1,167%	+$774K	﹤0.01%	2731
2017 Q4	$2K	Buy	+1,200	New	+$63.3K	﹤0.01%	4153
2016 Q4	–	Sell	-14,400	Closed	-$4K	–	6868
2016 Q3	$4K	Buy	14,400 +10,000	+227%	+$439K	﹤0.01%	5141
2016 Q2	$2K	Sell	4,400 -4,000	-48%	-$166K	﹤0.01%	5667
2016 Q1	$6K	Buy	+8,400	New	+$321K	﹤0.01%	4644

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.