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Fernwood Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Fernwood Investment Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-76
Closed -$22.8K – 443
2024
Q1 		$22.8K Buy
+76
New +$21.7K 0.01% 435

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fernwood Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2024, closing a stake of 76 shares — an estimated $22.8K sold.

Fernwood Investment Management first reported a position in IWV in Q1 2024 and held it in 1 quarter. The position peaked at $22.8K in Q1 2024. 770 funds tracked by Wall St. Rank hold IWV as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 76 iShares Russell 3000 ETF shares in Q2 2024, an estimated $22.8K.
  • Fernwood Investment Management first reported a position in iShares Russell 3000 ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares Russell 3000 ETF position peaked at $22.8K in Q1 2024.
  • 770 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2024.

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