iShares S&P 500 Growth Index shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $515k | 5.1k | 101.53 |
| 2024-09-30 | $855k | 8.9k | 95.75 |
| 2024-06-30 | $812k | 8.8k | 92.54 |
| 2024-03-31 | $703k | 8.3k | 84.44 |
| 2023-12-31 | $625k | 8.3k | 75.10 |
| 2023-09-30 | $570k | 8.3k | 68.42 |
| 2023-06-30 | $611k | 8.7k | 70.48 |
| 2023-03-31 | $554k | 8.7k | 63.89 |
| 2022-12-31 | $507k | 8.7k | 58.50 |
| 2022-09-30 | $559k | 9.7k | 57.83 |
| 2022-06-30 | $583k | 9.7k | 60.31 |
| 2022-03-31 | $738k | 9.7k | 76.35 |
| 2021-12-31 | $809k | 9.7k | 83.70 |
| 2021-09-30 | $714k | 9.7k | 73.87 |
| 2021-06-30 | $688k | 9.5k | 72.76 |
| 2021-03-31 | $616k | 9.5k | 65.14 |
| 2020-12-31 | $603k | 9.5k | 63.77 |
| 2020-09-30 | $546k | 2.4k | 230.96 |
| 2020-06-30 | $586k | 2.8k | 207.36 |
| 2020-03-31 | $466k | 2.8k | 164.90 |
| 2019-12-31 | $547k | 2.8k | 193.56 |
| 2019-09-30 | $514k | 2.9k | 179.97 |
| 2019-06-30 | $512k | 2.9k | 179.27 |
| 2019-03-31 | $492k | 2.9k | 172.27 |
| 2018-12-31 | $430k | 2.9k | 150.56 |
| 2018-09-30 | $499k | 2.8k | 177.20 |
| 2018-06-30 | $458k | 2.8k | 162.64 |
| 2018-03-31 | $437k | 2.8k | 155.18 |
| 2017-12-31 | $430k | 2.8k | 152.70 |
More positions owned by Fernwood Investment Management
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