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Cutler Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cutler Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.43M Buy
12,900
+11,460
+796% +$1.22M 0.46% 45
2023
Q4 		$155K Buy
1,440
+140
+11% +$13.5K 0.01% 862
2023
Q3 		$122K Buy
+1,300
New +$130K 0.01% 1017
2022
Q2 		– Sell
-1,469
Closed -$146K – 5279
2022
Q1 		$158K Sell
1,469
-29,384
-95% -$3.17M 0.01% 1362
2021
Q4 		$3.53M Buy
+30,853
New +$3.52M 0.15% 137
2021
Q3 		– Sell
-5,647
Closed -$622K – 5996
2021
Q2 		$637K Sell
5,647
-16,102
-74% -$1.8M 0.03% 643
2021
Q1 		$2.36M Buy
21,749
+15,239
+234% +$1.6M 0.12% 179
2020
Q4 		$598K Buy
+6,510
New +$535K 0.03% 562
2020
Q3 		– Sell
-7,508
Closed -$538K – 4943
2020
Q2 		$512K Buy
+7,508
New +$474K 0.03% 487
2020
Q1 		– Sell
-44,234
Closed -$3.29M – 4309
2019
Q4 		$3.71M Buy
+44,234
New +$3.56M 0.23% 69
2019
Q3 		– Sell
-934
Closed -$72.3K – 4346
2019
Q2 		$73K Sell
934
-5,400
-85% -$419K 0.01% 1277
2019
Q1 		$488K Buy
6,334
+1,900
+43% +$146K 0.05% 317
2018
Q4 		$307K Buy
+4,434
New +$343K 0.03% 469
2017
Q4 		– Sell
-1,339
Closed -$101K – 5345
2017
Q3 		$99K Buy
+1,339
New +$93.8K ﹤0.01% 1681
2017
Q1 		– Sell
-202
Closed -$13.9K – 6747
2016
Q4 		$13K Buy
+202
New +$13K ﹤0.01% 3909
2016
Q3 		– Sell
-2,108
Closed -$129K – 6981
2016
Q2 		$122K Sell
2,108
-798
-27% -$45.5K 0.01% 1525
2016
Q1 		$163K Buy
2,906
+2,442
+526% +$127K 0.01% 1164
2015
Q4 		$25K Buy
+464
New +$26.1K ﹤0.01% 3177

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cutler Group's IJR Position: Q1 2024 in Review

Cutler Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 796% in Q1 2024, buying an estimated $1.22M and bringing the position to 12,900 shares worth $1.43M. The position accounts for 0.46% of the portfolio, ranked #45.

Cutler Group first reported a position in IJR in Q4 2015 and has held it in 18 quarters since. The position peaked at $3.71M in Q4 2019. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

  • Cutler Group held 12,900 shares of iShares Core S&P Small-Cap ETF worth $1.43M as of Q1 2024.
  • Cutler Group bought 11,460 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $1.22M.
  • iShares Core S&P Small-Cap ETF made up 0.46% of Cutler Group's portfolio in Q1 2024, its #45 holding.
  • Cutler Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 18 quarters since.
  • Cutler Group's iShares Core S&P Small-Cap ETF position peaked at $3.71M in Q4 2019.
  • 2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

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