A detailed history of Fernwood Investment Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fernwood Investment Management, LLC holds 9,270 shares of IWM stock, worth $2.07 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
9,270
Previous 13,651 32.09%
Holding current value
$2.07 Million
Previous $2.77 Million 26.07%
% of portfolio
0.68%
Previous 0.87%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$200.87 - $224.6 $880,011 - $983,972
-4,381 Reduced 32.09%
9,270 $2.05 Million
Q2 2024

Jul 31, 2024

SELL
$192.84 - $209.44 $2,699 - $2,932
-14 Reduced 0.1%
13,651 $2.77 Million
Q1 2024

May 13, 2024

SELL
$189.48 - $210.3 $41,496 - $46,055
-219 Reduced 1.58%
13,665 $2.87 Million
Q4 2023

Feb 05, 2024

SELL
$162.21 - $204.82 $1,622 - $2,048
-10 Reduced 0.07%
13,884 $2.79 Million
Q3 2023

Nov 08, 2023

SELL
$174.36 - $198.71 $18,482 - $21,063
-106 Reduced 0.76%
13,894 $2.46 Million
Q2 2023

Aug 09, 2023

BUY
$170.4 - $187.93 $2,556 - $2,818
15 Added 0.11%
14,000 $2.62 Million
Q1 2023

May 01, 2023

SELL
$170.25 - $198.32 $4,596 - $5,354
-27 Reduced 0.19%
13,985 $2.49 Million
Q4 2022

Feb 07, 2023

SELL
$166.81 - $188.05 $174,149 - $196,324
-1,044 Reduced 6.93%
14,012 $2.44 Million
Q3 2022

Nov 09, 2022

BUY
$164.17 - $201.07 $164 - $201
1 Added 0.01%
15,056 $2.48 Million
Q1 2022

May 03, 2022

SELL
$191.52 - $225.32 $74,692 - $87,874
-390 Reduced 2.53%
15,055 $3.09 Million
Q4 2021

Feb 09, 2022

BUY
$212.12 - $242.56 $5,515 - $6,306
26 Added 0.17%
15,445 $3.44 Million
Q3 2021

Oct 28, 2021

BUY
$211.73 - $231.39 $48,062 - $52,525
227 Added 1.49%
15,419 $3.37 Million
Q2 2021

Aug 05, 2021

BUY
$211.85 - $232.89 $2,754 - $3,027
13 Added 0.09%
15,192 $3.49 Million
Q1 2021

May 06, 2021

SELL
$193.5 - $234.42 $33,282 - $40,320
-172 Reduced 1.12%
15,179 $3.35 Million
Q4 2020

Feb 16, 2021

BUY
$152.18 - $199.14 $11,717 - $15,333
77 Added 0.5%
15,351 $3.01 Million
Q3 2020

Nov 03, 2020

BUY
$139.07 - $158.46 $17,244 - $19,649
124 Added 0.82%
15,274 $2.29 Million
Q2 2020

Aug 06, 2020

SELL
$104.62 - $153.09 $15,588 - $22,810
-149 Reduced 0.97%
15,150 $2.17 Million
Q1 2020

Apr 30, 2020

SELL
$99.9 - $169.53 $209,989 - $356,352
-2,102 Reduced 12.08%
15,299 $1.75 Million
Q4 2019

Feb 10, 2020

SELL
$146.46 - $166.68 $19,039 - $21,668
-130 Reduced 0.74%
17,401 $2.88 Million
Q3 2019

Nov 14, 2019

SELL
$144.85 - $157.9 $38,964 - $42,475
-269 Reduced 1.51%
17,531 $2.65 Million
Q1 2019

May 06, 2019

SELL
$132.25 - $158.24 $18,515 - $22,153
-140 Reduced 0.78%
17,800 $2.73 Million
Q4 2018

Feb 12, 2019

SELL
$125.88 - $166.33 $38,519 - $50,896
-306 Reduced 1.68%
17,940 $2.4 Million
Q3 2018

Nov 13, 2018

SELL
$164.2 - $173.02 $86,861 - $91,527
-529 Reduced 2.82%
18,246 $3.08 Million
Q2 2018

Aug 14, 2018

SELL
$148.13 - $169.97 $5,777 - $6,628
-39 Reduced 0.21%
18,775 $3.08 Million
Q1 2018

May 03, 2018

SELL
$145.44 - $159.96 $69,374 - $76,300
-477 Reduced 2.47%
18,814 $2.86 Million
Q4 2017

Feb 05, 2018

BUY
$145.63 - $154.3 $2.81 Million - $2.98 Million
19,291
19,291 $2.94 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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