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Wolverine Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wolverine Asset Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-26,800
Closed -$4.45M – 2264
2021
Q4 		$4.45M Sell
26,800
-3,600
-12% -$600K 0.04% 333
2021
Q3 		$4.87M Sell
30,400
-20,800
-41% -$3.34M 0.04% 287
2021
Q2 		$8.49M Buy
51,200
+3,600
+8% +$594K 0.06% 216
2021
Q1 		$7.59M Buy
47,600
+23,600
+98% +$3.57M 0.06% 196
2020
Q4 		$3.16M Buy
+24,000
New +$2.83M 0.02% 336

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wolverine Asset Management's IWN Position: Q2 2024 in Review

Wolverine Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2024, closing a stake of 200 shares — an estimated $31.8K sold.

Wolverine Asset Management first reported a position in IWN in Q2 2013 and held it in 25 quarters. The position peaked at $15.5M in Q2 2018. 929 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

  • Wolverine Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Wolverine Asset Management sold 200 iShares Russell 2000 Value ETF shares in Q2 2024, an estimated $31.8K.
  • Wolverine Asset Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 25 quarters.
  • Wolverine Asset Management's iShares Russell 2000 Value ETF position peaked at $15.5M in Q2 2018.
  • 929 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on Wolverine Asset Management's 13F filing for Q2 2024, filed 1 Aug 2024.