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
-1,900
Closed -$359K – 5170
2025
Q1 		$359K Sell
1,900
-800
-30% -$155K ﹤0.01% 3330
2024
Q4 		$515K Buy
+2,700
New +$536K ﹤0.01% 3367
2024
Q1 		– Sell
-2,800
Closed -$487K – 4866
2023
Q4 		$487K Buy
+2,800
New +$450K ﹤0.01% 2980
2022
Q4 		– Sell
-1,800
Closed -$234K – 4492
2022
Q3 		$234K Buy
+1,800
New +$255K ﹤0.01% 3416
2022
Q1 		– Sell
-3,600
Closed -$564K – 5901
2021
Q4 		$564K Sell
3,600
-7,100
-66% -$1.08M ﹤0.01% 3288
2021
Q3 		$1.58M Buy
10,700
+1,000
+10% +$149K ﹤0.01% 2429
2021
Q2 		$1.43M Buy
9,700
+2,900
+43% +$427K ﹤0.01% 2371
2021
Q1 		$965K Buy
+6,800
New +$916K ﹤0.01% 2808
2020
Q3 		– Sell
-2,600
Closed -$278K – 4843
2020
Q2 		$278K Buy
+2,600
New +$276K ﹤0.01% 3433
2019
Q3 		– Sell
-2,500
Closed -$291K – 4671
2019
Q2 		$291K Buy
+2,500
New +$286K ﹤0.01% 3294
2018
Q3 		– Sell
-24,800
Closed -$2.71M – 5358
2018
Q2 		$2.71M Hold
24,800
– – 0.01% 1329
2018
Q1 		$2.71M Buy
24,800
+20,400
+464% +$2.33M 0.01% 1329
2017
Q4 		$503K Sell
4,400
-100
-2% -$11.1K ﹤0.01% 2989
2017
Q3 		$486K Buy
+4,500
New +$476K ﹤0.01% 2638
2016
Q3 		– Sell
-4,700
Closed -$430K – 4809
2016
Q2 		$430K Buy
+4,700
New +$430K ﹤0.01% 2379

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.