Wolverine Trading
IUSV icon

Wolverine Trading’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wolverine Trading’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,000
Closed -$271K – 4845
2024
Q1 		$271K Buy
+3,000
New +$258K ﹤0.01% 3476
2021
Q3 		– Sell
-3,100
Closed -$222K – 6585
2021
Q2 		$222K Buy
+3,100
New +$223K ﹤0.01% 4874

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolverine Trading's IUSV Position: Q2 2021 in Review

Wolverine Trading sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2021, closing a stake of 8,166 shares — an estimated $587K sold.

Wolverine Trading first reported a position in IUSV in Q1 2021 and held it in 1 quarter. The position peaked at $565K in Q1 2021. 417 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

  • Wolverine Trading reported no remaining iShares Core S&P US Value ETF position as of Q2 2021 after selling out during the quarter.
  • Wolverine Trading sold 8,166 iShares Core S&P US Value ETF shares in Q2 2021, an estimated $587K.
  • Wolverine Trading first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 1 quarter.
  • Wolverine Trading's iShares Core S&P US Value ETF position peaked at $565K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on Wolverine Trading's 13F filing for Q2 2021, filed 6 Aug 2021.