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Fernwood Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fernwood Investment Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$515K Sell
5,076
-3,850
-43% -$384K 0.18% 103
2024
Q3 		$855K Buy
8,926
+150
+2% +$13.8K 0.28% 82
2024
Q2 		$812K Buy
8,776
+450
+5% +$38.8K 0.25% 83
2024
Q1 		$703K Hold
8,326
– – 0.2% 95
2023
Q4 		$625K Hold
8,326
– – 0.21% 101
2023
Q3 		$570K Sell
8,326
-340
-4% -$24.1K 0.2% 102
2023
Q2 		$611K Hold
8,666
– – 0.22% 102
2023
Q1 		$554K Hold
8,666
– – 0.21% 109
2022
Q4 		$507K Sell
8,666
-1,000
-10% -$60K 0.21% 114
2022
Q3 		$559K Hold
9,666
– – 0.24% 106
2022
Q2 		$583K Hold
9,666
– – 0.25% 104
2022
Q1 		$738K Hold
9,666
– – 0.26% 102
2021
Q4 		$809K Hold
9,666
– – 0.26% 102
2021
Q3 		$714K Buy
9,666
+210
+2% +$16K 0.25% 105
2021
Q2 		$688K Hold
9,456
– – 0.23% 111
2021
Q1 		$616K Hold
9,456
– – 0.23% 109
2020
Q4 		$603K Hold
9,456
– – 0.24% 107
2020
Q3 		$546K Sell
9,456
-1,848
-16% -$105K 0.26% 98
2020
Q2 		$586K Hold
11,304
– – 0.29% 93
2020
Q1 		$466K Hold
11,304
– – 0.3% 96
2019
Q4 		$547K Sell
11,304
-120
-1% -$5.56K 0.26% 94
2019
Q3 		$514K Hold
11,424
– – 0.25% 101
2019
Q2 		$512K Hold
11,424
– – 0.28% 89
2019
Q1 		$492K Hold
11,424
– – 0.26% 90
2018
Q4 		$430K Buy
11,424
+160
+1% +$6.47K 0.28% 82
2018
Q3 		$499K Hold
11,264
– – 0.26% 93
2018
Q2 		$458K Hold
11,264
– – 0.25% 93
2018
Q1 		$437K Hold
11,264
– – 0.24% 94
2017
Q4 		$430K Buy
+11,264
New +$421K 0.23% 97

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Fernwood Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 43% in Q4 2024, selling an estimated $384K and leaving 5,076 shares worth $515K. The position accounts for 0.18% of the portfolio, ranked #103.

Fernwood Investment Management first reported a position in IVW in Q4 2017 and has held it in 29 quarters since. The position peaked at $855K in Q3 2024. 1,870 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Fernwood Investment Management held 5,076 shares of iShares S&P 500 Growth ETF worth $515K as of Q4 2024.
  • Fernwood Investment Management sold 3,850 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $384K.
  • iShares S&P 500 Growth ETF made up 0.18% of Fernwood Investment Management's portfolio in Q4 2024, its #103 holding.
  • Fernwood Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 29 quarters since.
  • Fernwood Investment Management's iShares S&P 500 Growth ETF position peaked at $855K in Q3 2024.
  • 1,870 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

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