Wolverine Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-14,500	Closed	-$649K	–	1498
2019 Q2	$649K	Sell	14,500 -764	-5%	-$33.6K	0.01%	770
2019 Q1	$657K	Buy	15,264 +14,720	+2,706%	+$603K	0.01%	779
2018 Q4	$20K	Sell	544 -20,288	-97%	-$821K	﹤0.01%	1488
2018 Q3	$922K	Buy	20,832 +3,032	+17%	+$130K	0.01%	836
2018 Q2	$723K	Buy	17,800 +540	+3%	+$21.7K	0.01%	871
2018 Q1	$669K	Sell	17,260 -3,080	-15%	-$123K	0.01%	911
2017 Q4	$776K	Buy	20,340 +5,460	+37%	+$204K	0.01%	796
2017 Q3	$533K	Sell	14,880 -124	-0.8%	-$4.37K	0.01%	819
2017 Q2	$513K	Sell	15,004 -161,548	-92%	-$5.48M	0.01%	779
2017 Q1	$5.8M	Buy	176,552 +166,868	+1,723%	+$5.35M	0.09%	202
2016 Q4	$294K	Buy	9,684 +8,832	+1,037%	+$267K	﹤0.01%	783
2016 Q3	$25K	Sell	852 -1,028	-55%	-$31.2K	﹤0.01%	1112
2016 Q2	$54K	Sell	1,880 -6,308	-77%	-$183K	﹤0.01%	1038
2016 Q1	$237K	Sell	8,188 -12,280	-60%	-$338K	0.01%	644
2015 Q4	$592K	Buy	+20,468	New	+$595K	0.01%	611

Other funds holding IVW

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Wolverine Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2019, closing a stake of 14,500 shares — an estimated $649K sold.

Wolverine Asset Management first reported a position in IVW in Q4 2015 and held it in 15 quarters. The position peaked at $5.8M in Q1 2017. 866 funds tracked by Wall St. Rank hold IVW as of Q3 2019.

Wolverine Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2019 after selling out during the quarter.
Wolverine Asset Management sold 14,500 iShares S&P 500 Growth ETF shares in Q3 2019, an estimated $649K.
Wolverine Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 15 quarters.
Wolverine Asset Management's iShares S&P 500 Growth ETF position peaked at $5.8M in Q1 2017.
866 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2019.

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