Wolverine Trading
IWD icon

Wolverine Trading’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wolverine Trading’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,545
Closed -$470K – 5278
2024
Q4 		$470K Buy
+2,545
New +$488K ﹤0.01% 3459
2024
Q3 		– Sell
-1,553
Closed -$283K – 5083
2024
Q2 		$271K Sell
1,553
-2,500
-62% -$437K ﹤0.01% 3510
2024
Q1 		$726K Buy
4,053
+2,738
+208% +$463K ﹤0.01% 2494
2023
Q4 		$217K Buy
+1,315
New +$203K ﹤0.01% 3780
2023
Q3 		– Sell
-2,470
Closed -$392K – 4791
2023
Q2 		$387K Buy
+2,470
New +$378K ﹤0.01% 2851
2022
Q2 		– Sell
-4,295
Closed -$672K – 5110
2022
Q1 		$723K Buy
+4,295
New +$705K ﹤0.01% 2804
2021
Q4 		– Sell
-2,676
Closed -$438K – 6356
2021
Q3 		$425K Buy
2,676
+296
+12% +$47.5K ﹤0.01% 4167
2021
Q2 		$376K Sell
2,380
-11,550
-83% -$1.83M ﹤0.01% 4103
2021
Q1 		$2.12M Buy
13,930
+4,397
+46% +$636K ﹤0.01% 1882
2020
Q4 		$1.29M Buy
9,533
+5,283
+124% +$678K ﹤0.01% 2119
2020
Q3 		$498K Buy
+4,250
New +$504K ﹤0.01% 2823
2020
Q1 		– Sell
-2,660
Closed -$362K – 4931
2019
Q4 		$362K Buy
+2,660
New +$351K ﹤0.01% 3377
2018
Q4 		– Sell
-4,299
Closed -$515K – 4893
2018
Q3 		$544K Sell
4,299
-26,355
-86% -$3.31M ﹤0.01% 3025
2018
Q2 		$3.68M Hold
30,654
– – 0.01% 1111
2018
Q1 		$3.68M Buy
30,654
+22,512
+276% +$2.81M 0.01% 1111
2017
Q4 		$1.01M Buy
8,142
+5,699
+233% +$691K ﹤0.01% 2191
2017
Q3 		$290K Sell
2,443
-4,333
-64% -$505K ﹤0.01% 3307
2017
Q2 		$788K Buy
+6,776
New +$780K ﹤0.01% 1972
2016
Q4 		– Sell
-15,309
Closed -$1.6M – 4768
2016
Q3 		$1.6M Buy
+15,309
New +$1.61M 0.01% 1467

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wolverine Trading's IWD Position: Q1 2025 in Review

Wolverine Trading sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 2,545 shares — an estimated $470K sold.

Wolverine Trading first reported a position in IWD in Q3 2016 and held it in 19 quarters. The position peaked at $3.68M in Q2 2018. 1,718 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Wolverine Trading reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Wolverine Trading sold 2,545 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $470K.
  • Wolverine Trading first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and held it in 19 quarters.
  • Wolverine Trading's iShares Russell 1000 Value ETF position peaked at $3.68M in Q2 2018.
  • 1,718 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

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