Fernwood Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fernwood Investment Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$335K	Hold	2,640	–	–	0.12%	126
2024 Q3	$310K	Hold	2,640	–	–	0.1%	155
2024 Q2	$291K	Hold	2,640	–	–	0.09%	165
2024 Q1	$301K	Hold	2,640	–	–	0.09%	160
2023 Q4	$276K	Hold	2,640	–	–	0.09%	158
2023 Q3	$241K	Hold	2,640	–	–	0.09%	166
2023 Q2	$255K	Hold	2,640	–	–	0.09%	159
2023 Q1	$240K	Hold	2,640	–	–	0.09%	159
2022 Q4	$221K	Hold	2,640	–	–	0.09%	166
2022 Q3	$207K	Hold	2,640	–	–	0.09%	170
2022 Q2	$209K	Sell	2,640 -400	-13%	-$34.8K	0.09%	170
2022 Q1	$306K	Hold	3,040	–	–	0.11%	153
2021 Q4	$350K	Hold	3,040	–	–	0.11%	156
2021 Q3	$341K	Sell	3,040 -46	-1%	-$5.29K	0.12%	151
2021 Q2	$349K	Hold	3,086	–	–	0.12%	151
2021 Q1	$315K	Hold	3,086	–	–	0.12%	153
2020 Q4	$317K	Hold	3,086	–	–	0.13%	148
2020 Q3	$267K	Hold	3,086	–	–	0.13%	142
2020 Q2	$244K	Buy	+3,086	New	+$224K	0.12%	145
2020 Q1	–	Sell	-3,086	Closed	-$235K	–	157
2019 Q4	$235K	Hold	3,086	–	–	0.11%	139
2019 Q3	$218K	Sell	3,086 -120	-4%	-$8.62K	0.11%	164
2019 Q2	$229K	Hold	3,206	–	–	0.13%	135
2019 Q1	$217K	Buy	+3,206	New	+$206K	0.12%	143
2018 Q4	–	Sell	-3,160	Closed	-$214K	–	160
2018 Q3	$214K	Buy	+3,160	New	+$210K	0.11%	150
2018 Q2	–	Sell	-3,430	Closed	-$211K	–	160
2018 Q1	$211K	Hold	3,430	–	–	0.12%	134
2017 Q4	$207K	Buy	+3,430	New	+$202K	0.11%	139

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fernwood Investment Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2024 at 2,640 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #126.

Fernwood Investment Management first reported a position in IWP in Q4 2017 and has held it in 26 quarters since. The position peaked at $350K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

Fernwood Investment Management held 2,640 shares of iShares Russell Mid-Cap Growth ETF worth $335K as of Q4 2024.
Fernwood Investment Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2024.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Fernwood Investment Management's portfolio in Q4 2024, its #126 holding.
Fernwood Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 26 quarters since.
Fernwood Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $350K in Q4 2021.
1,136 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

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