Cutler Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Cutler Group’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,700	Closed	-$3K	–	2880
2023 Q4	$3K	Buy	1,700 +1,000	+143%	+$91.1K	﹤0.01%	2965
2023 Q3	$3K	Buy	+700	New	+$66.7K	﹤0.01%	3103
2017 Q4	–	Sell	-4,000	Closed	-$1K	–	5347
2017 Q3	$1K	Buy	+4,000	New	+$279K	﹤0.01%	5436

Other funds holding IJS

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

Cutler Group's IJS Position: Q4 2022 in Review

Cutler Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2022, closing a stake of 896 shares — an estimated $82.5K sold.

Cutler Group first reported a position in IJS in Q4 2015 and held it in 15 quarters. The position peaked at $252K in Q3 2016. 730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

Cutler Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2022 after selling out during the quarter.
Cutler Group sold 896 iShares S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $82.5K.
Cutler Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2015 and held it in 15 quarters.
Cutler Group's iShares S&P Small-Cap 600 Value ETF position peaked at $252K in Q3 2016.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.