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Fernwood Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Fernwood Investment Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,377
Closed -$747K – 179
2024
Q3 		$747K Sell
2,377
-7,133
-75% -$2.16M 0.24% 91
2024
Q2 		$2.83M Hold
9,510
– – 0.88% 29
2024
Q1 		$2.74M Sell
9,510
-1,495
-14% -$410K 0.8% 30
2023
Q4 		$2.89M Sell
11,005
-1,180
-10% -$289K 0.95% 27
2023
Q3 		$2.86M Sell
12,185
-288
-2% -$70.5K 1.03% 24
2023
Q2 		$3.04M Hold
12,473
– – 1.08% 24
2023
Q1 		$2.81M Hold
12,473
– – 1.08% 25
2022
Q4 		$2.63M Hold
12,473
– – 1.09% 23
2022
Q3 		$2.46M Hold
12,473
– – 1.04% 26
2022
Q2 		$2.59M Hold
12,473
– – 1.12% 23
2022
Q1 		$3.12M Sell
12,473
-20
-0.2% -$4.94K 1.09% 22
2021
Q4 		$3.3M Sell
12,493
-67
-0.5% -$17.2K 1.08% 23
2021
Q3 		$3.04M Hold
12,560
– – 1.04% 26
2021
Q2 		$3.04M Hold
12,560
– – 1.01% 29
2021
Q1 		$2.81M Sell
12,560
-216
-2% -$47.3K 1.03% 22
2020
Q4 		$2.71M Sell
12,776
-450
-3% -$89.8K 1.07% 25
2020
Q3 		$2.48M Hold
13,226
– – 1.17% 24
2020
Q2 		$2.27M Sell
13,226
-1,170
-8% -$189K 1.12% 23
2020
Q1 		$2.04M Sell
14,396
-40
-0.3% -$6.76K 1.3% 25
2019
Q4 		$2.58M Hold
14,436
– – 1.23% 24
2019
Q3 		$2.38M Buy
14,436
+24
+0.2% +$3.94K 1.18% 23
2019
Q2 		$2.35M Hold
14,412
– – 1.28% 20
2019
Q1 		$2.27M Sell
14,412
-598
-4% -$90.4K 1.21% 21
2018
Q4 		$2.08M Sell
15,010
-136
-0.9% -$20.3K 1.34% 19
2018
Q3 		$2.45M Sell
15,146
-500
-3% -$79.4K 1.29% 18
2018
Q2 		$2.38M Sell
15,646
-698
-4% -$105K 1.28% 18
2018
Q1 		$2.4M Sell
16,344
-185
-1% -$28.1K 1.34% 17
2017
Q4 		$2.46M Buy
+16,529
New +$2.39M 1.31% 18

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fernwood Investment Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 2,377 shares — an estimated $747K sold.

Fernwood Investment Management first reported a position in IWB in Q4 2017 and held it in 28 quarters. The position peaked at $3.3M in Q4 2021. 1,357 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Fernwood Investment Management reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,377 iShares Russell 1000 ETF shares in Q4 2024, an estimated $747K.
  • Fernwood Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 28 quarters.
  • Fernwood Investment Management's iShares Russell 1000 ETF position peaked at $3.3M in Q4 2021.
  • 1,357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

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