Wolverine Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-46	Closed	-$4.44K	–	1918
2023 Q2	$4.44K	Buy	+46	New	+$4.19K	﹤0.01%	1488
2021 Q2	–	Sell	-853	Closed	-$87K	–	2286
2021 Q1	$87K	Buy	+853	New	+$89.2K	﹤0.01%	1487
2020 Q1	–	Sell	-1,694	Closed	-$129K	–	1560
2019 Q4	$129K	Sell	1,694 -600	-26%	-$44K	﹤0.01%	1036
2019 Q3	$162K	Buy	+2,294	New	+$165K	﹤0.01%	1041
2018 Q3	–	Sell	-1,160	Closed	-$73K	–	1562
2018 Q2	$73K	Buy	+1,160	New	+$73K	﹤0.01%	1211
2017 Q4	–	Sell	-800	Closed	-$45K	–	1521
2017 Q3	$45K	Buy	+800	New	+$43.9K	﹤0.01%	1183

Other funds holding IWP

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

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

Wolverine Asset Management's IWP Position: Q3 2023 in Review

Wolverine Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 46 shares — an estimated $4.44K sold.

Wolverine Asset Management first reported a position in IWP in Q3 2017 and held it in 6 quarters. The position peaked at $162K in Q3 2019. 918 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

Wolverine Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Wolverine Asset Management sold 46 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $4.44K.
Wolverine Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 6 quarters.
Wolverine Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $162K in Q3 2019.
918 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on Wolverine Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.