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	-1,000	Closed	-$166K	–	2265
2021 Q4	$166K	Sell	1,000 -1,000	-50%	-$167K	﹤0.01%	1261
2021 Q3	$320K	Buy	+2,000	New	+$321K	﹤0.01%	1084
2021 Q2	–	Sell	-4,000	Closed	-$637K	–	2285
2021 Q1	$637K	Sell	4,000 -26,300	-87%	-$3.97M	0.01%	818
2020 Q4	$3.99M	Buy	+30,300	New	+$3.58M	0.03%	296

Other funds holding IWN

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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.