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Fernwood Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Fernwood Investment Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,600
Closed -$164K – 421
2024
Q1 		$164K Buy
+1,600
New +$159K 0.05% 213

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fernwood Investment Management's IJS Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2024, closing a stake of 1,600 shares — an estimated $164K sold.

Fernwood Investment Management first reported a position in IJS in Q1 2024 and held it in 1 quarter. The position peaked at $164K in Q1 2024. 737 funds tracked by Wall St. Rank hold IJS as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,600 iShares S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $164K.
  • Fernwood Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $164K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.