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Fernwood Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Fernwood Investment Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36
Closed -$7.02K – 444
2024
Q1 		$7.02K Buy
+36
New +$6.73K ﹤0.01% 608

Other funds holding IWY

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Envestnet Portfolio Solutions
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Fernwood Investment Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 36 shares — an estimated $7.02K sold.

Fernwood Investment Management first reported a position in IWY in Q1 2024 and held it in 1 quarter. The position peaked at $7.02K in Q1 2024. 503 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 36 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $7.02K.
  • Fernwood Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares Russell Top 200 Growth ETF position peaked at $7.02K in Q1 2024.
  • 503 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

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