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Fernwood Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Fernwood Investment Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,270
Closed -$2.05M – 180
2024
Q3 		$2.05M Sell
9,270
-4,381
-32% -$937K 0.67% 38
2024
Q2 		$2.77M Sell
13,651
-14
-0.1% -$2.83K 0.86% 30
2024
Q1 		$2.87M Sell
13,665
-219
-2% -$43.7K 0.84% 28
2023
Q4 		$2.74M Sell
13,884
-10
-0.1% -$1.79K 0.9% 31
2023
Q3 		$2.42M Sell
13,894
-106
-0.8% -$19.9K 0.87% 32
2023
Q2 		$2.58M Buy
14,000
+15
+0.1% +$2.67K 0.92% 29
2023
Q1 		$2.49M Sell
13,985
-27
-0.2% -$4.97K 0.96% 29
2022
Q4 		$2.44M Sell
14,012
-1,044
-7% -$186K 1.01% 25
2022
Q3 		$2.48M Buy
15,056
+1
+0% +$182 1.05% 24
2022
Q2 		$2.55M Hold
15,055
– – 1.1% 24
2022
Q1 		$3.09M Sell
15,055
-390
-3% -$79.6K 1.08% 24
2021
Q4 		$3.44M Buy
15,445
+26
+0.2% +$5.88K 1.12% 21
2021
Q3 		$3.37M Buy
15,419
+227
+1% +$50.3K 1.16% 16
2021
Q2 		$3.48M Buy
15,192
+13
+0.1% +$2.92K 1.15% 20
2021
Q1 		$3.35M Sell
15,179
-172
-1% -$37.6K 1.23% 17
2020
Q4 		$3.01M Buy
15,351
+77
+0.5% +$13.5K 1.19% 18
2020
Q3 		$2.29M Buy
15,274
+124
+0.8% +$18.7K 1.08% 26
2020
Q2 		$2.17M Sell
15,150
-149
-1% -$19.6K 1.07% 27
2020
Q1 		$1.75M Sell
15,299
-2,102
-12% -$313K 1.12% 32
2019
Q4 		$2.88M Sell
17,401
-130
-0.7% -$20.5K 1.38% 18
2019
Q3 		$2.65M Sell
17,531
-269
-2% -$41.1K 1.32% 15
2019
Q2 		$2.77M Hold
17,800
– – 1.51% 13
2019
Q1 		$2.73M Sell
17,800
-140
-0.8% -$21K 1.45% 11
2018
Q4 		$2.4M Sell
17,940
-306
-2% -$45.7K 1.55% 13
2018
Q3 		$3.08M Sell
18,246
-529
-3% -$89.3K 1.63% 11
2018
Q2 		$3.08M Sell
18,775
-39
-0.2% -$6.24K 1.66% 10
2018
Q1 		$2.86M Sell
18,814
-477
-2% -$73.7K 1.59% 11
2017
Q4 		$2.94M Buy
+19,291
New +$2.9M 1.57% 13

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fernwood Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 9,270 shares — an estimated $2.05M sold.

Fernwood Investment Management first reported a position in IWM in Q4 2017 and held it in 28 quarters. The position peaked at $3.48M in Q2 2021. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Fernwood Investment Management reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 9,270 iShares Russell 2000 ETF shares in Q4 2024, an estimated $2.05M.
  • Fernwood Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 28 quarters.
  • Fernwood Investment Management's iShares Russell 2000 ETF position peaked at $3.48M in Q2 2021.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

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