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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,738 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.
2,738 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.