Ipswich Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Ipswich Investment Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$463K	Hold	1,540	–	–	0.1%	131
2026 Q1	$382K	Hold	1,540	–	–	0.09%	141
2025 Q4	$379K	Buy	+1,540	New	+$379K	0.09%	137
2019 Q1	–	Sell	-690	Closed	-$92K	–	283
2018 Q4	$92K	Sell	690 -1,960	-74%	-$292K	0.03%	219
2018 Q3	$447K	Buy	+2,650	New	+$447K	0.15%	121
2016 Q2	–	Sell	-690	Closed	-$77K	–	232
2016 Q1	$77K	Buy	+690	New	+$71.4K	0.04%	194

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Ipswich Investment Management's IWM Position: Q2 2026 in Review

Ipswich Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,540 shares worth $463K. The position accounts for 0.1% of the portfolio, ranked #131.

Ipswich Investment Management first reported a position in IWM in Q1 2016 and has held it in 6 quarters since. 915 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ipswich Investment Management held 1,540 shares of iShares Russell 2000 ETF worth $463K as of Q2 2026.
Ipswich Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of Ipswich Investment Management's portfolio in Q2 2026, its #131 holding.
Ipswich Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 6 quarters since.
915 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.