iShares S&P 500 Index shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $350k | 594 | 588.68 |
| 2024-09-30 | $8.7M | 15k | 576.82 |
| 2024-06-30 | $14M | 25k | 547.23 |
| 2024-03-31 | $13M | 25k | 525.73 |
| 2023-12-31 | $12M | 25k | 477.64 |
| 2023-09-30 | $9.6M | 22k | 429.44 |
| 2023-06-30 | $10M | 22k | 445.72 |
| 2023-03-31 | $9.2M | 22k | 411.08 |
| 2022-12-31 | $8.4M | 22k | 384.21 |
| 2022-09-30 | $7.8M | 22k | 358.66 |
| 2022-06-30 | $8.3M | 22k | 379.14 |
| 2022-03-31 | $9.7M | 22k | 453.66 |
| 2021-12-31 | $10M | 22k | 476.97 |
| 2021-09-30 | $9.4M | 22k | 430.80 |
| 2021-06-30 | $9.0M | 21k | 429.91 |
| 2021-03-31 | $8.0M | 20k | 397.82 |
| 2020-12-31 | $7.4M | 20k | 375.41 |
| 2020-09-30 | $6.6M | 20k | 336.07 |
| 2020-06-30 | $6.1M | 20k | 309.71 |
| 2020-03-31 | $5.1M | 20k | 258.40 |
| 2019-12-31 | $6.4M | 20k | 323.24 |
| 2019-09-30 | $5.7M | 19k | 298.52 |
| 2019-06-30 | $5.7M | 19k | 294.74 |
| 2019-03-31 | $5.5M | 19k | 284.55 |
| 2018-12-31 | $4.9M | 19k | 251.59 |
| 2018-09-30 | $5.7M | 20k | 292.74 |
| 2018-06-30 | $5.4M | 20k | 273.06 |
| 2018-03-31 | $5.4M | 20k | 265.35 |
| 2017-12-31 | $5.8M | 22k | 268.85 |
More positions owned by Fernwood Investment Management
View all positions for Fernwood Investment Management