IIM
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Ipswich Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ipswich Investment Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Hold
7,920
– – 0.28% 78
2026
Q1 		$1.15M Buy
+7,920
New +$1.18M 0.27% 74

Other funds holding IWS

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Ipswich Investment Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 7,920 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #78.

Ipswich Investment Management first reported a position in IWS in Q1 2026 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Ipswich Investment Management held 7,920 shares of iShares Russell Mid-Cap Value ETF worth $1.3M as of Q2 2026.
  • Ipswich Investment Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.28% of Ipswich Investment Management's portfolio in Q2 2026, its #78 holding.
  • Ipswich Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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