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

Cutler Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,032	Closed	-$233K	–	5668
2021 Q4	$251K	Buy	+3,032	New	+$249K	0.01%	1151
2021 Q3	–	Sell	-132	Closed	-$10.6K	–	6015
2021 Q2	$10K	Buy	+132	New	+$10.2K	﹤0.01%	3907
2020 Q3	–	Sell	-8,982	Closed	-$511K	–	4969
2020 Q2	$481K	Sell	8,982 -8,600	-49%	-$431K	0.03%	503
2020 Q1	$759K	Buy	+17,582	New	+$968K	0.04%	423
2017 Q3	–	Sell	-768	Closed	-$37.1K	–	6248
2017 Q2	$36K	Sell	768 -13,336	-95%	-$632K	﹤0.01%	2814
2017 Q1	$659K	Sell	14,104 -104	-0.7%	-$4.82K	0.03%	533
2016 Q4	$635K	Buy	14,208 +10,208	+255%	+$446K	0.02%	583
2016 Q3	$174K	Sell	4,000 -5,600	-58%	-$243K	0.01%	1336
2016 Q2	$403K	Buy	+9,600	New	+$396K	0.02%	699

Other funds holding IWR

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cutler Group's IWR Position: Q1 2022 in Review

Cutler Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 3,032 shares — an estimated $233K sold.

Cutler Group first reported a position in IWR in Q2 2016 and held it in 9 quarters. The position peaked at $759K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Cutler Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Cutler Group sold 3,032 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $233K.
Cutler Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and held it in 9 quarters.
Cutler Group's iShares Russell Mid-Cap ETF position peaked at $759K in Q1 2020.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Cutler Group's 13F filing for Q1 2022, filed 14 Apr 2022.