Wolverine Trading
IWV icon

Wolverine Trading’s iShares Russell 3000 ETF IWV Stock Holding History

Wolverine Trading’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,047
Closed -$450K – 5343
2022
Q2 		$450K Buy
+2,047
New +$485K 0.01% 2648
2021
Q3 		– Sell
-923
Closed -$236K – 6844
2021
Q2 		$236K Buy
+923
New +$230K 0.01% 4793
2019
Q2 		– Sell
-1,777
Closed -$296K – 5073
2019
Q1 		$296K Buy
+1,777
New +$285K 0.01% 3369
2018
Q1 		– Sell
-1,944
Closed -$307K – 5671
2017
Q4 		$307K Sell
1,944
-735
-27% -$113K 0.01% 3593
2017
Q3 		$400K Sell
2,679
-2,425
-48% -$354K 0.02% 2888
2017
Q2 		$734K Buy
5,104
+147
+3% +$20.9K 0.03% 2047
2017
Q1 		$695K Buy
+4,957
New +$684K 0.04% 2037

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return