Wolverine Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Wolverine Asset Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,851	Closed	-$332K	–	1497
2019 Q2	$332K	Sell	2,851 -352	-11%	-$40.3K	﹤0.01%	937
2019 Q1	$361K	Buy	3,203 +2,113	+194%	+$232K	﹤0.01%	936
2018 Q4	$110K	Sell	1,090 -3,862	-78%	-$422K	﹤0.01%	1341
2018 Q3	$573K	Buy	4,952 +3,723	+303%	+$427K	0.01%	982
2018 Q2	$135K	Buy	1,229 +370	+43%	+$41K	﹤0.01%	1156
2018 Q1	$93K	Sell	859 -1,571	-65%	-$180K	﹤0.01%	1231
2017 Q4	$277K	Buy	2,430 +1,523	+168%	+$169K	﹤0.01%	1028
2017 Q3	$97K	Sell	907 -799	-47%	-$84.6K	﹤0.01%	1103
2017 Q2	$179K	Sell	1,706 -41,985	-96%	-$4.37M	﹤0.01%	963
2017 Q1	$4.54M	Buy	43,691 +37,900	+654%	+$3.94M	0.07%	234
2016 Q4	$587K	Buy	5,791 +3,967	+217%	+$387K	0.01%	637
2016 Q3	$173K	Sell	1,824 -1,319	-42%	-$126K	﹤0.01%	896
2016 Q2	$291K	Sell	3,143 -291	-8%	-$26.6K	﹤0.01%	813
2016 Q1	$308K	Buy	3,434 +1,158	+51%	+$98.8K	0.01%	601
2015 Q4	$201K	Buy	+2,276	New	+$204K	﹤0.01%	867

Other funds holding IVE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wolverine Asset Management's IVE Position: Q3 2019 in Review

Wolverine Asset Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2019, closing a stake of 2,851 shares — an estimated $332K sold.

Wolverine Asset Management first reported a position in IVE in Q4 2015 and held it in 15 quarters. The position peaked at $4.54M in Q1 2017. 715 funds tracked by Wall St. Rank hold IVE as of Q3 2019.

Wolverine Asset Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
Wolverine Asset Management sold 2,851 iShares S&P 500 Value ETF shares in Q3 2019, an estimated $332K.
Wolverine Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2015 and held it in 15 quarters.
Wolverine Asset Management's iShares S&P 500 Value ETF position peaked at $4.54M in Q1 2017.
715 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2019.

Based on Wolverine Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.