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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,920	Closed	-$257K	–	181
2024 Q3	$257K	Hold	2,920	–	–	0.08%	160
2024 Q2	$237K	Hold	2,920	–	–	0.07%	176
2024 Q1	$246K	Hold	2,920	–	–	0.07%	179
2023 Q4	$227K	Hold	2,920	–	–	0.07%	175
2023 Q3	$202K	Hold	2,920	–	–	0.07%	181
2023 Q2	$213K	Hold	2,920	–	–	0.08%	176
2023 Q1	$204K	Buy	+2,920	New	+$206K	0.08%	172
2022 Q2	–	Sell	-2,920	Closed	-$228K	–	194
2022 Q1	$228K	Hold	2,920	–	–	0.08%	173
2021 Q4	$242K	Hold	2,920	–	–	0.08%	178
2021 Q3	$228K	Buy	2,920 +36	+1%	+$2.88K	0.08%	179
2021 Q2	$229K	Hold	2,884	–	–	0.08%	182
2021 Q1	$213K	Buy	+2,884	New	+$208K	0.08%	180
2018 Q4	–	Sell	-3,732	Closed	-$206K	–	161
2018 Q3	$206K	Buy	+3,732	New	+$205K	0.11%	157

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fernwood Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 2,920 shares — an estimated $257K sold.

Fernwood Investment Management first reported a position in IWR in Q3 2018 and held it in 13 quarters. The position peaked at $257K in Q3 2024. 1,411 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Fernwood Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Fernwood Investment Management sold 2,920 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $257K.
Fernwood Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and held it in 13 quarters.
Fernwood Investment Management's iShares Russell Mid-Cap ETF position peaked at $257K in Q3 2024.
1,411 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

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