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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

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Quarterly reported holdings in iShares Russell 1000 Index by Fernwood Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $747k 2.4k 314.39
2024-06-30 $2.8M 9.5k 297.54
2024-03-31 $2.7M 9.5k 288.03
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