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

Cutler Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$12K – 5670
2021
Q4 		$12K Buy
+100
New +$11.9K ﹤0.01% 3542
2019
Q4 		– Sell
-540
Closed -$49.3K – 4274
2019
Q3 		$48K Buy
+540
New +$47.8K ﹤0.01% 1563
2018
Q2 		– Sell
-300
Closed -$25K – 4523
2018
Q1 		$25K Buy
+300
New +$26.6K ﹤0.01% 2127
2017
Q3 		– Sell
-4
Closed -$335 – 6249
2017
Q2 		$0 Buy
+4
New +$333 ﹤0.01% 6680
2016
Q2 		– Sell
-911
Closed -$66K – 6950
2016
Q1 		$64K Buy
911
+736
+421% +$48.5K ﹤0.01% 2066
2015
Q4 		$12K Buy
+175
New +$12.3K ﹤0.01% 3941

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cutler Group's IWS Position: Q1 2022 in Review

Cutler Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022, closing a stake of 100 shares — an estimated $12K sold.

Cutler Group first reported a position in IWS in Q4 2015 and held it in 6 quarters. The position peaked at $64K in Q1 2016. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

  • Cutler Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Cutler Group sold 100 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $12K.
  • Cutler Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and held it in 6 quarters.
  • Cutler Group's iShares Russell Mid-Cap Value ETF position peaked at $64K in Q1 2016.
  • 762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

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