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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
-1,100
Closed -$6K – 2929
2023
Q4 		$6K Sell
1,100
-300
-21% -$28.4K ﹤0.01% 2659
2023
Q3 		$1K Sell
1,400
-500
-26% -$47.8K ﹤0.01% 3542
2023
Q2 		$8K Buy
+1,900
New +$173K ﹤0.01% 2373
2022
Q4 		– Sell
-900
Closed -$1K – 4802
2022
Q3 		$1K Buy
+900
New +$77.5K ﹤0.01% 4574
2022
Q1 		– Sell
-28,100
Closed -$141K – 5667
2021
Q4 		$141K Buy
+28,100
New +$3.28M 0.01% 1595
2021
Q3 		– Sell
-1,500
Closed -$12K – 6012
2021
Q2 		$12K Buy
1,500
+200
+15% +$21.4K ﹤0.01% 3741
2021
Q1 		$4K Buy
1,300
+500
+63% +$52.3K ﹤0.01% 4518
2020
Q4 		$8K Sell
800
-3,400
-81% -$324K ﹤0.01% 3346
2020
Q3 		$16K Sell
4,200
-1,400
-25% -$118K ﹤0.01% 2638
2020
Q2 		$22K Buy
+5,600
New +$406K ﹤0.01% 2312
2019
Q3 		– Sell
-800
Closed -$2K – 4369
2019
Q2 		$2K Sell
800
-200
-20% -$13.9K ﹤0.01% 3588
2019
Q1 		$4K Buy
+1,000
New +$64.2K ﹤0.01% 3050
2017
Q4 		– Sell
-18,000
Closed -$12K – 5381
2017
Q3 		$12K Buy
18,000
+7,400
+70% +$406K ﹤0.01% 3629
2017
Q2 		$9K Buy
+10,600
New +$564K ﹤0.01% 4260
2017
Q1 		– Sell
-3,400
Closed -$1K – 6778
2016
Q4 		$1K Sell
3,400
-41,000
-92% -$1.98M ﹤0.01% 6023
2016
Q3 		$81K Sell
44,400
-200
-0.4% -$9.7K ﹤0.01% 1985
2016
Q2 		$53K Buy
44,600
+39,800
+829% +$1.84M ﹤0.01% 2292
2016
Q1 		$3K Buy
4,800
+2,000
+71% +$86.4K ﹤0.01% 5280
2015
Q4 		$1K Buy
+2,800
New +$130K ﹤0.01% 5972

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.