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Fernwood Investment Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Fernwood Investment Management’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-165
Closed -$17K – 439
2024
Q1 		$17K Buy
+165
New +$15.8K ﹤0.01% 473

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Fernwood Investment Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2024, closing a stake of 165 shares — an estimated $17K sold.

Fernwood Investment Management first reported a position in IVOO in Q1 2024 and held it in 1 quarter. The position peaked at $17K in Q1 2024. 234 funds tracked by Wall St. Rank hold IVOO as of Q2 2024.

  • Fernwood Investment Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 165 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2024, an estimated $17K.
  • Fernwood Investment Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $17K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2024.

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