Wolverine Trading
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Wolverine Trading’s iShares S&P 500 Value ETF IVE Stock Holding History

Wolverine Trading’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,741
Closed -$724K – 5271
2024
Q4 		$713K Buy
+3,741
New +$742K ﹤0.01% 3009
2023
Q3 		– Sell
-4,458
Closed -$711K – 4789
2023
Q2 		$711K Sell
4,458
-1,126
-20% -$173K ﹤0.01% 2306
2023
Q1 		$836K Sell
5,584
-1,061
-16% -$160K ﹤0.01% 2057
2022
Q4 		$964K Buy
+6,645
New +$949K ﹤0.01% 1872
2022
Q2 		– Sell
-5,150
Closed -$813K – 5105
2022
Q1 		$813K Buy
5,150
+2,114
+70% +$325K ﹤0.01% 2676
2021
Q4 		$476K Buy
+3,036
New +$462K ﹤0.01% 3519
2021
Q3 		– Sell
-3,373
Closed -$503K – 6586
2021
Q2 		$495K Sell
3,373
-1,097
-25% -$162K ﹤0.01% 3697
2021
Q1 		$634K Buy
+4,470
New +$602K ﹤0.01% 3379
2020
Q4 		– Sell
-2,779
Closed -$336K – 5129
2020
Q3 		$310K Buy
2,779
+175
+7% +$19.8K ﹤0.01% 3359
2020
Q2 		$279K Buy
+2,604
New +$276K ﹤0.01% 3428
2019
Q4 		– Sell
-3,267
Closed -$387K – 4899
2019
Q3 		$387K Buy
3,267
+940
+40% +$110K ﹤0.01% 2908
2019
Q2 		$271K Buy
+2,327
New +$267K ﹤0.01% 3382
2018
Q3 		– Sell
-26,217
Closed -$2.87M – 5357
2018
Q2 		$2.87M Hold
26,217
– – 0.01% 1280
2018
Q1 		$2.87M Buy
26,217
+21,376
+442% +$2.44M 0.01% 1280
2017
Q4 		$553K Sell
4,841
-5,657
-54% -$627K ﹤0.01% 2880
2017
Q3 		$1.13M Buy
+10,498
New +$1.11M ﹤0.01% 1795

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wolverine Trading's IVE Position: Q1 2025 in Review

Wolverine Trading sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 3,741 shares — an estimated $724K sold.

Wolverine Trading first reported a position in IVE in Q3 2017 and held it in 16 quarters. The position peaked at $2.87M in Q2 2018. 1,528 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Wolverine Trading reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Wolverine Trading sold 3,741 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $724K.
  • Wolverine Trading first reported a position in iShares S&P 500 Value ETF in Q3 2017 and held it in 16 quarters.
  • Wolverine Trading's iShares S&P 500 Value ETF position peaked at $2.87M in Q2 2018.
  • 1,528 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Wolverine Trading's 13F filing for Q1 2025, filed 15 May 2025.