Wolverine Trading
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Wolverine Trading’s iShares US Regional Banks ETF IAT Stock Holding History

Wolverine Trading’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,400
Closed -$753K – 4798
2023
Q3 		$753K Sell
22,400
-3,700
-14% -$133K ﹤0.01% 2370
2023
Q2 		$885K Buy
26,100
+9,700
+59% +$326K ﹤0.01% 2101
2023
Q1 		$582K Buy
+16,400
New +$766K ﹤0.01% 2365
2018
Q3 		– Sell
-7,100
Closed -$358K – 5322
2018
Q2 		$358K Hold
7,100
– – ﹤0.01% 3538
2018
Q1 		$358K Sell
7,100
-3,100
-30% -$162K ﹤0.01% 3538
2017
Q4 		$503K Buy
10,200
+5,600
+122% +$269K ﹤0.01% 2988
2017
Q3 		$217K Buy
+4,600
New +$208K ﹤0.01% 3697

Other funds holding IAT

Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolverine Trading's IAT Position: Q4 2023 in Review

Wolverine Trading sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 6,330 shares — an estimated $213K sold.

Wolverine Trading first reported a position in IAT in Q1 2018 and held it in 4 quarters. The position peaked at $293K in Q2 2023. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

  • Wolverine Trading reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
  • Wolverine Trading sold 6,330 iShares US Regional Banks ETF shares in Q4 2023, an estimated $213K.
  • Wolverine Trading first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 4 quarters.
  • Wolverine Trading's iShares US Regional Banks ETF position peaked at $293K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Wolverine Trading's 13F filing for Q4 2023, filed 14 Feb 2024.