Ipswich Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Buy	7,330 +180	+3%	+$24.8K	0.23%	85
2026 Q1	$916K	Buy	+7,150	New	+$968K	0.22%	89
2019 Q1	–	Sell	-340	Closed	-$19K	–	284
2018 Q4	$19K	Buy	+340	New	+$20.7K	0.01%	333
2016 Q2	–	Sell	-340	Closed	-$16K	–	233
2016 Q1	$16K	Buy	+340	New	+$14.7K	0.01%	302

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Ipswich Investment Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.5% in Q2 2026, buying an estimated $24.8K and bringing the position to 7,330 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #85.

Ipswich Investment Management first reported a position in IWP in Q1 2016 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Ipswich Investment Management held 7,330 shares of iShares Russell Mid-Cap Growth ETF worth $1.07M as of Q2 2026.
Ipswich Investment Management bought 180 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.8K.
iShares Russell Mid-Cap Growth ETF made up 0.23% of Ipswich Investment Management's portfolio in Q2 2026, its #85 holding.
Ipswich Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 4 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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