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
2021 Q1	–	Sell	-8,900	Closed	-$12K	–	5951
2020 Q4	$12K	Buy	8,900 +7,100	+394%	+$640K	﹤0.01%	3065
2020 Q3	$14K	Buy	1,800 +1,200	+200%	+$97.1K	﹤0.01%	2736
2020 Q2	$1K	Buy	+600	New	+$43.7K	﹤0.01%	4070
2020 Q1	–	Sell	-600	Closed	-$2K	–	4341
2019 Q4	$2K	Buy	+600	New	+$54.8K	﹤0.01%	3454
2017 Q4	–	Sell	-2,700	Closed	-$3K	–	5384
2017 Q3	$3K	Buy	2,700 +100	+4%	+$8.38K	﹤0.01%	4806
2017 Q2	$2K	Buy	+2,600	New	+$216K	﹤0.01%	5537
2016 Q4	–	Sell	-800	Closed	-$1K	–	6906
2016 Q3	$1K	Sell	800 -5,200	-87%	-$397K	﹤0.01%	6153
2016 Q2	$19K	Buy	6,000 +4,100	+216%	+$297K	﹤0.01%	3420
2016 Q1	$4K	Buy	+1,900	New	+$125K	﹤0.01%	5046

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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.