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

Fernwood Investment Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$201K Buy
+2,000
New +$197K 0.07% 161
2024
Q3 		– Sell
-9,208
Closed -$839K – 200
2024
Q2 		$839K Hold
9,208
– – 0.26% 81
2024
Q1 		$776K Hold
9,208
– – 0.23% 88
2023
Q4 		$698K Buy
9,208
+40
+0.4% +$2.83K 0.23% 91
2023
Q3 		$610K Hold
9,168
– – 0.22% 96
2023
Q2 		$631K Hold
9,168
– – 0.22% 98
2023
Q1 		$560K Sell
9,168
-800
-8% -$46.1K 0.22% 108
2022
Q4 		$534K Sell
9,968
-600
-6% -$33K 0.22% 108
2022
Q3 		$556K Hold
10,568
– – 0.23% 107
2022
Q2 		$578K Hold
10,568
– – 0.25% 105
2022
Q1 		$733K Hold
10,568
– – 0.26% 103
2021
Q4 		$807K Hold
10,568
– – 0.26% 103
2021
Q3 		$724K Sell
10,568
-400
-4% -$28.3K 0.25% 103
2021
Q2 		$744K Buy
10,968
+400
+4% +$25.8K 0.25% 106
2021
Q1 		$642K Buy
10,568
+576
+6% +$35.1K 0.24% 108
2020
Q4 		$602K Buy
9,992
+224
+2% +$12.8K 0.24% 108
2020
Q3 		$530K Hold
9,768
– – 0.25% 100
2020
Q2 		$469K Sell
9,768
-1,200
-11% -$52.9K 0.23% 106
2020
Q1 		$413K Hold
10,968
– – 0.26% 100
2019
Q4 		$482K Sell
10,968
-600
-5% -$25.1K 0.23% 99
2019
Q3 		$462K Hold
11,568
– – 0.23% 113
2019
Q2 		$455K Hold
11,568
– – 0.25% 95
2019
Q1 		$438K Hold
11,568
– – 0.23% 96
2018
Q4 		$379K Sell
11,568
-692
-6% -$24.4K 0.24% 94
2018
Q3 		$478K Hold
12,260
– – 0.25% 97
2018
Q2 		$441K Sell
12,260
-372
-3% -$13.1K 0.24% 97
2018
Q1 		$430K Sell
12,632
-1,200
-9% -$42.1K 0.24% 95
2017
Q4 		$466K Buy
+13,832
New +$453K 0.25% 92

Other funds holding IWF

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fernwood Investment Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2024: 2,000 shares worth $201K. The stake represents 0.07% of the portfolio and ranks #161 among its holdings. This is a return to the name: Fernwood Investment Management previously reported a position in IWF as recently as Q2 2024.

Fernwood Investment Management first reported a position in IWF in Q4 2017 and has held it in 28 quarters since. The position peaked at $839K in Q2 2024. 2,305 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • Fernwood Investment Management held 2,000 shares of iShares Russell 1000 Growth ETF worth $201K as of Q4 2024.
  • iShares Russell 1000 Growth ETF was a new Fernwood Investment Management position in Q4 2024.
  • iShares Russell 1000 Growth ETF made up 0.07% of Fernwood Investment Management's portfolio in Q4 2024, its #161 holding.
  • Fernwood Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • Fernwood Investment Management's iShares Russell 1000 Growth ETF position peaked at $839K in Q2 2024.
  • 2,305 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

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