Fernwood Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $246K | Hold |
|
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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