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Fernwood Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fernwood Investment Management’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39,845
Closed -$2.48M – 178
2024
Q3 		$2.48M Sell
39,845
-13,040
-25% -$786K 0.81% 31
2024
Q2 		$3.09M Sell
52,885
-250
-0.5% -$14.7K 0.96% 27
2024
Q1 		$3.23M Sell
53,135
-2,975
-5% -$168K 0.94% 25
2023
Q4 		$3.03M Buy
56,110
+5
+0% +$254 1% 25
2023
Q3 		$2.73M Hold
56,105
– – 0.98% 27
2023
Q2 		$2.86M Buy
56,105
+1,625
+3% +$80.8K 1.02% 28
2023
Q1 		$2.73M Hold
54,480
– – 1.05% 27
2022
Q4 		$2.64M Sell
54,480
-3,100
-5% -$150K 1.09% 22
2022
Q3 		$2.52M Sell
57,580
-200
-0.3% -$9.67K 1.06% 23
2022
Q2 		$2.61M Hold
57,780
– – 1.13% 22
2022
Q1 		$3.1M Sell
57,780
-895
-2% -$47.6K 1.09% 23
2021
Q4 		$3.32M Buy
58,675
+185
+0.3% +$10.3K 1.09% 22
2021
Q3 		$3.08M Sell
58,490
-280
-0.5% -$15.1K 1.06% 24
2021
Q2 		$3.16M Sell
58,770
-125
-0.2% -$6.75K 1.04% 27
2021
Q1 		$3.07M Sell
58,895
-515
-0.9% -$25.7K 1.13% 21
2020
Q4 		$2.73M Sell
59,410
-65
-0.1% -$2.74K 1.08% 24
2020
Q3 		$2.2M Sell
59,475
-980
-2% -$36.6K 1.04% 27
2020
Q2 		$2.15M Sell
60,455
-775
-1% -$25.7K 1.06% 28
2020
Q1 		$1.76M Sell
61,230
-1,200
-2% -$44.6K 1.13% 31
2019
Q4 		$2.57M Sell
62,430
-495
-0.8% -$19.6K 1.23% 25
2019
Q3 		$2.43M Sell
62,925
-760
-1% -$29.2K 1.21% 21
2019
Q2 		$2.47M Sell
63,685
-150
-0.2% -$5.75K 1.35% 18
2019
Q1 		$2.42M Sell
63,835
-1,095
-2% -$40.4K 1.29% 17
2018
Q4 		$2.16M Sell
64,930
-2,175
-3% -$79.4K 1.39% 17
2018
Q3 		$2.7M Sell
67,105
-850
-1% -$34.2K 1.43% 15
2018
Q2 		$2.65M Sell
67,955
-585
-0.9% -$22.6K 1.43% 13
2018
Q1 		$2.57M Buy
68,540
+365
+0.5% +$14K 1.43% 13
2017
Q4 		$2.59M Buy
+68,175
New +$2.52M 1.38% 17

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fernwood Investment Management's IJH Position: Q4 2024 in Review

Fernwood Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 39,845 shares — an estimated $2.48M sold.

Fernwood Investment Management first reported a position in IJH in Q4 2017 and held it in 28 quarters. The position peaked at $3.32M in Q4 2021. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Fernwood Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 39,845 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $2.48M.
  • Fernwood Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 28 quarters.
  • Fernwood Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $3.32M in Q4 2021.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.