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
Q2 		– Sell
-6,800
Closed -$1.28M – 5169
2025
Q1 		$1.28M Sell
6,800
-2,200
-24% -$426K ﹤0.01% 2017
2024
Q4 		$1.72M Buy
+9,000
New +$1.79M ﹤0.01% 2100
2024
Q1 		– Sell
-3,200
Closed -$556K – 4865
2023
Q4 		$556K Buy
+3,200
New +$514K ﹤0.01% 2849
2023
Q3 		– Sell
-6,400
Closed -$1.02M – 4788
2023
Q2 		$1.02M Buy
6,400
+1,400
+28% +$215K ﹤0.01% 1997
2023
Q1 		$749K Sell
5,000
-6,800
-58% -$1.03M ﹤0.01% 2158
2022
Q4 		$1.71M Sell
11,800
-1,500
-11% -$214K ﹤0.01% 1488
2022
Q3 		$1.73M Buy
+13,300
New +$1.88M ﹤0.01% 1520
2022
Q2 		– Sell
-4,600
Closed -$726K – 5104
2022
Q1 		$726K Buy
4,600
+1,000
+28% +$154K ﹤0.01% 2801
2021
Q4 		$564K Sell
3,600
-4,000
-53% -$608K ﹤0.01% 3287
2021
Q3 		$1.12M Sell
7,600
-7,100
-48% -$1.06M ﹤0.01% 2843
2021
Q2 		$2.16M Sell
14,700
-9,700
-40% -$1.43M ﹤0.01% 1906
2021
Q1 		$3.46M Buy
24,400
+14,200
+139% +$1.91M 0.01% 1410
2020
Q4 		$1.29M Buy
10,200
+5,600
+122% +$677K ﹤0.01% 2118
2020
Q3 		$513K Sell
4,600
-1,200
-21% -$136K ﹤0.01% 2788
2020
Q2 		$620K Buy
+5,800
New +$615K ﹤0.01% 2508
2019
Q4 		– Sell
-8,900
Closed -$1.05M – 4898
2019
Q3 		$1.05M Buy
+8,900
New +$1.04M ﹤0.01% 1931
2018
Q3 		– Sell
-4,500
Closed -$492K – 5356
2018
Q2 		$492K Hold
4,500
– – ﹤0.01% 3127
2018
Q1 		$492K Buy
4,500
+2,100
+88% +$240K ﹤0.01% 3127
2017
Q4 		$274K Buy
+2,400
New +$266K ﹤0.01% 3745
2016
Q4 		– Sell
-12,400
Closed -$1.17M – 4765
2016
Q3 		$1.17M Buy
12,400
+4,500
+57% +$428K 0.01% 1710
2016
Q2 		$723K Buy
+7,900
New +$723K ﹤0.01% 1868

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.