Wolverine Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-23,479	Closed	-$2.99M	–	1499
2019 Q2	$2.99M	Sell	23,479 -2,871	-11%	-$359K	0.04%	345
2019 Q1	$3.25M	Buy	26,350 +17,382	+194%	+$2.09M	0.04%	313
2018 Q4	$995K	Sell	8,968 -31,853	-78%	-$3.82M	0.01%	799
2018 Q3	$5.17M	Buy	40,821 +30,701	+303%	+$3.86M	0.06%	312
2018 Q2	$1.23M	Buy	10,120 +3,026	+43%	+$368K	0.02%	704
2018 Q1	$850K	Sell	7,094 -13,004	-65%	-$1.62M	0.01%	829
2017 Q4	$2.5M	Buy	20,098 +12,891	+179%	+$1.56M	0.03%	444
2017 Q3	$854K	Sell	7,207 -6,733	-48%	-$785K	0.01%	705
2017 Q2	$1.62M	Sell	13,940 -21,376	-61%	-$2.46M	0.02%	493
2017 Q1	$4.06M	Sell	35,316 -11,875	-25%	-$1.36M	0.06%	262
2016 Q4	$5.29M	Buy	47,191 +32,364	+218%	+$3.5M	0.07%	222
2016 Q3	$1.57M	Sell	14,827 -10,794	-42%	-$1.14M	0.02%	452
2016 Q2	$2.64M	Sell	25,621 -2,557	-9%	-$258K	0.04%	379
2016 Q1	$2.78M	Buy	28,178 +9,664	+52%	+$905K	0.08%	236
2015 Q4	$1.81M	Buy	+18,514	New	+$1.84M	0.04%	367
2015 Q3	–	Sell	-59,495	Closed	-$6.14M	–	1897
2015 Q2	$6.14M	Sell	59,495 -1,450	-2%	-$152K	0.14%	146
2015 Q1	$6.28M	Sell	60,945 -102,632	-63%	-$10.6M	0.13%	150
2014 Q4	$17.1M	Buy	163,577 +968	+0.6%	+$98.7K	0.33%	63
2014 Q3	$16.3M	Sell	162,609 -22,782	-12%	-$2.31M	0.34%	57
2014 Q2	$18.8M	Buy	185,391 +16,632	+10%	+$1.63M	0.41%	57
2014 Q1	$16.3M	Buy	168,759 +66,242	+65%	+$6.21M	0.35%	66
2013 Q4	$9.65M	Buy	102,517 +33,209	+48%	+$3.01M	0.19%	104
2013 Q3	$5.97M	Sell	69,308 -133,634	-66%	-$11.6M	0.13%	137
2013 Q2	$17M	Buy	+202,942	New	+$16.9M	0.43%	51

Other funds holding IWD

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Wolverine Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2019, closing a stake of 23,479 shares — an estimated $2.99M sold.

Wolverine Asset Management first reported a position in IWD in Q2 2013 and held it in 24 quarters. The position peaked at $18.8M in Q2 2014. 962 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

Wolverine Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2019 after selling out during the quarter.
Wolverine Asset Management sold 23,479 iShares Russell 1000 Value ETF shares in Q3 2019, an estimated $2.99M.
Wolverine Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 24 quarters.
Wolverine Asset Management's iShares Russell 1000 Value ETF position peaked at $18.8M in Q2 2014.
962 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

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