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

Fernwood Investment Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9
Closed -$1.43K – 440
2024
Q1 		$1.43K Buy
+9
New +$1.36K ﹤0.01% 682

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Fernwood Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2024, closing a stake of 9 shares — an estimated $1.43K sold.

Fernwood Investment Management first reported a position in IWN in Q1 2024 and held it in 1 quarter. The position peaked at $1.43K in Q1 2024. 930 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 9 iShares Russell 2000 Value ETF shares in Q2 2024, an estimated $1.43K.
  • Fernwood Investment Management first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares Russell 2000 Value ETF position peaked at $1.43K in Q1 2024.
  • 930 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

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