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Cutler Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cutler Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$20K – 2930
2023
Q4 		$20K Sell
200
-300
-60% -$28.4K ﹤0.01% 1982
2023
Q3 		$45K Buy
+500
New +$47.8K ﹤0.01% 1558
2023
Q1 		– Sell
-1,499
Closed -$134K – 4259
2022
Q4 		$125K Sell
1,499
-202
-12% -$17K 0.01% 1030
2022
Q3 		$133K Sell
1,701
-900
-35% -$77.5K 0.01% 1203
2022
Q2 		$206K Buy
2,601
+1,601
+160% +$139K 0.01% 990
2022
Q1 		$100K Sell
1,000
-1,900
-66% -$189K 0.01% 1708
2021
Q4 		$334K Buy
+2,900
New +$338K 0.01% 968
2021
Q3 		– Sell
-100
Closed -$11.5K – 6013
2021
Q2 		$11K Buy
+100
New +$10.7K ﹤0.01% 3814
2020
Q3 		– Sell
-800
Closed -$67.5K – 4968
2020
Q2 		$63K Sell
800
-200
-20% -$14.5K ﹤0.01% 1597
2020
Q1 		$60K Buy
+1,000
New +$72.9K ﹤0.01% 1619
2019
Q3 		– Sell
-1,000
Closed -$71K – 4370
2019
Q2 		$71K Buy
1,000
+200
+25% +$13.9K 0.01% 1296
2019
Q1 		$54K Buy
+800
New +$51.4K 0.01% 1374
2018
Q2 		– Sell
-9,704
Closed -$596K – 4522
2018
Q1 		$596K Sell
9,704
-255,702
-96% -$16M 0.05% 360
2017
Q4 		$16M Buy
265,406
+264,406
+26,441% +$15.5M 0.66% 16
2017
Q3 		$56K Sell
1,000
-1,904
-66% -$104K ﹤0.01% 2138
2017
Q2 		$156K Sell
2,904
-816
-22% -$43.4K 0.01% 1475
2017
Q1 		$192K Buy
+3,720
New +$190K 0.01% 1227
2016
Q3 		– Sell
-3,176
Closed -$154K – 7009
2016
Q2 		$148K Buy
+3,176
New +$147K 0.01% 1356

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cutler Group's IWP Position: Q1 2024 in Review

Cutler Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 200 shares — an estimated $20K sold.

Cutler Group first reported a position in IWP in Q2 2016 and held it in 18 quarters. The position peaked at $16M in Q4 2017. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

  • Cutler Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 200 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $20K.
  • Cutler Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2016 and held it in 18 quarters.
  • Cutler Group's iShares Russell Mid-Cap Growth ETF position peaked at $16M in Q4 2017.
  • 1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

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