Wolverine Trading
IYY icon

Wolverine Trading’s iShares Dow Jones US ETF IYY Stock Holding History

Wolverine Trading’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,994
Closed -$232K – 4871
2023
Q4 		$232K Buy
+1,994
New +$217K ﹤0.01% 3722
2022
Q1 		– Sell
-3,885
Closed -$459K – 5920
2021
Q4 		$459K Buy
+3,885
New +$446K ﹤0.01% 3573
2017
Q2 		– Sell
-4,136
Closed -$245K – 4625
2017
Q1 		$245K Buy
+4,136
New +$241K ﹤0.01% 3272

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading's IYY Position: Q1 2024 in Review

Wolverine Trading sold out of iShares Dow Jones US ETF (IYY) in Q1 2024, closing a stake of 1,994 shares — an estimated $232K sold.

Wolverine Trading first reported a position in IYY in Q1 2017 and held it in 3 quarters. The position peaked at $459K in Q4 2021. 223 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

  • Wolverine Trading reported no remaining iShares Dow Jones US ETF position as of Q1 2024 after selling out during the quarter.
  • Wolverine Trading sold 1,994 iShares Dow Jones US ETF shares in Q1 2024, an estimated $232K.
  • Wolverine Trading first reported a position in iShares Dow Jones US ETF in Q1 2017 and held it in 3 quarters.
  • Wolverine Trading's iShares Dow Jones US ETF position peaked at $459K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on Wolverine Trading's 13F filing for Q1 2024, filed 15 May 2024.