IWS β€” IS RUS MID VALU

Ownership history in Cutler Capital Management, LLC  Β·  7 quarters on record

AI Ownership Summary

Cutler Capital Management, LLC reported IS RUS MID VALU (IWS) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows IWS at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cutler Capital Management, LLC's position in IS RUS MID VALU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IWS was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cutler Capital Management, LLC held IWS β€” position size vs. price
% of Fund (quarterly)    IWS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 886 β€” 0% 0.04% $124K 2025-11-14 $136.79
2025 Q2 UNCHANGED 886 β€” 0% 0.04% $117K 2025-08-13 $136.03
2025 Q1 UNCHANGED 886 β€” 0% 0.04% $112K 2025-05-14 $126.60
2024 Q4 UNCHANGED 886 β€” 0% 0.04% $115K 2025-02-13 $130.37
2024 Q3 UNCHANGED 886 β€” 0% 0.04% $117K 2024-11-13 $133.04
2024 Q2 UNCHANGED 886 β€” 0% 0.04% $107K 2024-08-14 $120.84
2024 Q1 INITIATED 886 β€” β€” 0.04% $111K 2024-05-14 $120.24

FAQ About Cutler Capital Management, LLC and IWS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cutler Capital Management, LLC reported owning IWS?

Cutler Capital Management, LLC reported IWS across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported IWS position in Cutler Capital Management, LLC's portfolio?

The largest reported portfolio weight for IWS was 0.04% in 2024 Q1.

What is the latest reported IWS position on this page?

The most recent filing on this page is 2025 Q3, when Cutler Capital Management, LLC reported 886 shares, equal to 0.04% of portfolio, with an estimated market value of $124K.

What does the chart on this IWS ownership page compare?

The chart compares Cutler Capital Management, LLC's quarterly IWS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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