iShares Russell 1000 Index shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 11k | 262.26 |
| 2023-09-30 | $2.9M | 12k | 234.91 |
| 2023-06-30 | $3.0M | 13k | 243.74 |
| 2023-03-31 | $2.8M | 13k | 225.23 |
| 2022-12-31 | $2.6M | 13k | 210.52 |
| 2022-09-30 | $2.5M | 13k | 197.31 |
| 2022-06-30 | $2.6M | 13k | 207.73 |
| 2022-03-31 | $3.1M | 13k | 250.06 |
| 2021-12-31 | $3.3M | 13k | 264.47 |
| 2021-09-30 | $3.0M | 13k | 241.72 |
| 2021-06-30 | $3.0M | 13k | 242.12 |
| 2021-03-31 | $2.8M | 13k | 223.81 |
| 2020-12-31 | $2.7M | 13k | 211.80 |
| 2020-09-30 | $2.5M | 13k | 187.13 |
| 2020-06-30 | $2.3M | 13k | 171.71 |
| 2020-03-31 | $2.0M | 14k | 141.50 |
| 2019-12-31 | $2.6M | 14k | 178.44 |
| 2019-09-30 | $2.4M | 14k | 164.52 |
| 2019-06-30 | $2.3M | 14k | 162.78 |
| 2019-03-31 | $2.3M | 14k | 157.30 |
| 2018-12-31 | $2.1M | 15k | 138.71 |
| 2018-09-30 | $2.4M | 15k | 161.69 |
| 2018-06-30 | $2.4M | 16k | 151.99 |
| 2018-03-31 | $2.4M | 16k | 146.84 |
| 2017-12-31 | $2.5M | 17k | 148.59 |
More positions owned by Fernwood Investment Management
View all positions for Fernwood Investment Management