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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 		$1K Sell
5,800
-9,400
-62% -$998K ﹤0.01% 2025
2023
Q4 		$4K Sell
15,200
-1,200
-7% -$116K ﹤0.01% 2837
2023
Q3 		$35K Buy
16,400
+10,300
+169% +$1.03M ﹤0.01% 1688
2023
Q2 		$13K Buy
6,100
+1,000
+20% +$95.2K ﹤0.01% 2100
2023
Q1 		$27K Sell
5,100
-14,200
-74% -$1.42M ﹤0.01% 1739
2022
Q4 		$28K Buy
19,300
+500
+3% +$48K ﹤0.01% 1980
2022
Q3 		$146K Buy
18,800
+13,500
+255% +$1.31M 0.01% 1143
2022
Q2 		$90K Sell
5,300
-121,400
-96% -$12.1M 0.01% 1505
2022
Q1 		$257K Sell
126,700
-219,900
-63% -$23.7M 0.01% 1039
2021
Q4 		$307K Buy
346,600
+331,400
+2,180% +$37.8M 0.01% 1023
2021
Q3 		$35K Sell
15,200
-232,900
-94% -$25.6M ﹤0.01% 2828
2021
Q2 		$40K Sell
248,100
-338,300
-58% -$37.7M ﹤0.01% 2687
2021
Q1 		$213K Buy
586,400
+296,900
+103% +$31.1M 0.01% 1227
2020
Q4 		$223K Buy
289,500
+271,000
+1,465% +$22.3M 0.01% 1020
2020
Q3 		$17K Buy
18,500
+16,600
+874% +$1.19M ﹤0.01% 2574
2020
Q2 		$3K Sell
1,900
-2,900
-60% -$183K ﹤0.01% 3612
2020
Q1 		$68K Sell
4,800
-600
-11% -$44.7K ﹤0.01% 1550
2019
Q4 		$5K Sell
5,400
-9,700
-64% -$780K ﹤0.01% 3043
2019
Q3 		$9K Buy
15,100
+9,300
+160% +$720K ﹤0.01% 2681
2019
Q2 		$5K Buy
5,800
+1,300
+29% +$101K ﹤0.01% 3099
2019
Q1 		$10K Buy
4,500
+600
+15% +$46.1K ﹤0.01% 2486
2018
Q4 		$22K Buy
+3,900
New +$301K ﹤0.01% 2043
2017
Q3 		– Sell
-4,600
Closed -$2K – 6218
2017
Q2 		$2K Sell
4,600
-5,400
-54% -$374K ﹤0.01% 5529
2017
Q1 		$7K Buy
10,000
+5,400
+117% +$372K ﹤0.01% 4392
2016
Q4 		$3K Sell
4,600
-5,600
-55% -$361K ﹤0.01% 5314
2016
Q3 		$8K Buy
+10,200
New +$623K ﹤0.01% 4445

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.