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iShares Russell 2000 Index shares owned by Fernwood Investment Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fernwood Investment Management from 13F filings

Historical chart of Fernwood Investment Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Fernwood Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 14k 197.56
2023-09-30 $2.4M 14k 173.97
2023-06-30 $2.6M 14k 184.36
2023-03-31 $2.5M 14k 178.41
2022-12-31 $2.4M 14k 174.36
2022-09-30 $2.5M 15k 164.92
2022-06-30 $2.5M 15k 169.38
2022-03-31 $3.1M 15k 205.25
2021-12-31 $3.4M 15k 222.47
2021-09-30 $3.4M 15k 218.76
2021-06-30 $3.5M 15k 229.40
2021-03-31 $3.4M 15k 220.96
2020-12-31 $3.0M 15k 196.08
2020-09-30 $2.3M 15k 149.80
2020-06-30 $2.2M 15k 143.17
2020-03-31 $1.8M 15k 114.45
2019-12-31 $2.9M 17k 165.68
2019-09-30 $2.7M 18k 151.33
2019-06-30 $2.8M 18k 155.51
2019-03-31 $2.7M 18k 153.09
2018-12-31 $2.4M 18k 133.89
2018-09-30 $3.1M 18k 168.53
2018-06-30 $3.1M 19k 163.78
2018-03-31 $2.9M 19k 151.86
2017-12-31 $2.9M 19k 152.45