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
Q2 		– Sell
-1,900
Closed -$506K – 5472
2022
Q1 		$506K Buy
+1,900
New +$492K 0.01% 3208
2020
Q2 		– Sell
-6,700
Closed -$1.01M – 5175
2020
Q1 		$1.01M Buy
+6,700
New +$1.19M 0.04% 1925
2019
Q2 		– Sell
-4,400
Closed -$733K – 5072
2019
Q1 		$733K Buy
+4,400
New +$706K 0.03% 2364
2018
Q1 		– Sell
-3,800
Closed -$601K – 5670
2017
Q4 		$601K Buy
3,800
+1,400
+58% +$216K 0.02% 2782
2017
Q3 		$358K Buy
+2,400
New +$350K 0.01% 3031
2017
Q2 		– Sell
-1,600
Closed -$224K – 4852
2017
Q1 		$224K Sell
1,600
-300
-16% -$41.4K 0.01% 3387
2016
Q4 		$253K Buy
+1,900
New +$246K 0.01% 3452

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