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 Q4	–	Sell	-200	Closed	-$1K	–	4804
2022 Q3	$1K	Sell	200 -100	-33%	-$6.88K	﹤0.01%	4575
2022 Q2	$2K	Buy	+300	New	+$21.4K	﹤0.01%	4298
2022 Q1	–	Sell	-5,900	Closed	-$3K	–	5669
2021 Q4	$3K	Sell	5,900 -2,000	-25%	-$164K	﹤0.01%	4525
2021 Q3	$15K	Buy	+7,900	New	+$633K	﹤0.01%	3595
2020 Q3	–	Sell	-2,800	Closed	-$1K	–	4970
2020 Q2	$1K	Buy	+2,800	New	+$140K	﹤0.01%	4069
2017 Q4	–	Sell	-27,200	Closed	-$7K	–	5383
2017 Q3	$7K	Sell	27,200 -22,400	-45%	-$1.08M	﹤0.01%	4101
2017 Q2	$23K	Buy	+49,600	New	+$2.35M	﹤0.01%	3270
2016 Q3	–	Sell	-9,600	Closed	-$4K	–	7011
2016 Q2	$4K	Buy	+9,600	New	+$396K	﹤0.01%	5147

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.