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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
2023
Q2 		– Sell
-6,600
Closed -$3K – 3873
2023
Q1 		$3K Buy
+6,600
New +$589K ﹤0.01% 2972
2022
Q4 		– Sell
-2,600
Closed -$30K – 4803
2022
Q3 		$30K Sell
2,600
-4,000
-61% -$344K ﹤0.01% 2304
2022
Q2 		$34K Sell
6,600
-25,600
-80% -$2.23M ﹤0.01% 2237
2022
Q1 		$25K Sell
32,200
-37,100
-54% -$3.69M ﹤0.01% 2858
2021
Q4 		$72K Buy
+69,300
New +$8.08M ﹤0.01% 2112
2021
Q3 		– Sell
-1,200
Closed -$2K – 6014
2021
Q2 		$2K Buy
+1,200
New +$128K ﹤0.01% 5018
2021
Q1 		– Sell
-42,200
Closed -$11K – 5950
2020
Q4 		$11K Buy
42,200
+35,400
+521% +$3.37M ﹤0.01% 3125
2020
Q3 		$8K Sell
6,800
-400
-6% -$33.8K ﹤0.01% 3150
2020
Q2 		$10K Buy
7,200
+1,400
+24% +$102K ﹤0.01% 2867
2020
Q1 		$96K Buy
+5,800
New +$423K ﹤0.01% 1350
2017
Q4 		– Sell
-22,200
Closed -$34K – 5382
2017
Q3 		$34K Buy
22,200
+19,800
+825% +$1.09M ﹤0.01% 2615
2017
Q2 		$7K Buy
+2,400
New +$128K ﹤0.01% 4524
2016
Q3 		– Sell
-2,000
Closed -$2K – 7010
2016
Q2 		$2K Buy
+2,000
New +$92.5K ﹤0.01% 5674

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.