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

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

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

Bank of America

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

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

PNC Financial Services Group

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management

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