IIM
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Ipswich Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Ipswich Investment Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8M Buy
36,947
+106
+0.3% +$43.7K 3.33% 5
2026
Q1 		$13.7M Sell
36,841
-1,483
-4% -$574K 3.21% 6
2025
Q4 		$14.8M Buy
38,324
+1,059
+3% +$406K 3.43% 4
2025
Q3 		$14.1M Sell
37,265
-620
-2% -$226K 3.3% 5
2025
Q2 		$13.3M Sell
37,885
-276
-0.7% -$89.6K 3.21% 4
2025
Q1 		$12.1M Sell
38,161
-538
-1% -$180K 3.01% 4
2024
Q4 		$12.9M Buy
38,699
+1,420
+4% +$478K 3.11% 4
2024
Q3 		$12.2M Sell
37,279
-8
-0% -$2.52K 2.82% 4
2024
Q2 		$11.5M Sell
37,287
-331
-0.9% -$98.8K 2.69% 5
2024
Q1 		$11.3M Sell
37,618
-1,871
-5% -$534K 2.64% 5
2023
Q4 		$10.8M Sell
39,489
-381
-1% -$97.1K 2.73% 4
2023
Q3 		$9.77M Sell
39,870
-514
-1% -$131K 2.67% 4
2023
Q2 		$10.3M Buy
40,384
+248
+0.6% +$59.6K 2.71% 4
2023
Q1 		$9.45M Buy
40,136
+233
+0.6% +$53.8K 2.58% 4
2022
Q4 		$8.81M Buy
39,903
+755
+2% +$168K 2.52% 5
2022
Q3 		$8.11M Buy
39,148
+160
+0.4% +$36.8K 2.58% 5
2022
Q2 		$8.48M Sell
38,988
-228
-0.6% -$54K 2.44% 5
2022
Q1 		$10.3M Sell
39,216
-487
-1% -$126K 2.55% 4
2021
Q4 		$11M Buy
39,703
+656
+2% +$178K 2.57% 3
2021
Q3 		$9.95M Sell
39,047
-1,017
-3% -$266K 2.55% 3
2021
Q2 		$10.3M Buy
40,064
+1,110
+3% +$277K 2.62% 3
2021
Q1 		$9.24M Buy
38,954
+2,432
+7% +$565K 2.6% 3
2020
Q4 		$8.16M Sell
36,522
-75
-0.2% -$15.8K 2.45% 4
2020
Q3 		$7.16M Buy
36,597
+416
+1% +$80.5K 2.29% 7
2020
Q2 		$6.51M Sell
36,181
-234
-0.6% -$39.6K 2.24% 8
2020
Q1 		$5.4M Sell
36,415
-1,601
-4% -$285K 2.12% 8
2019
Q4 		$7.17M Sell
38,016
-235
-0.6% -$42.4K 2.11% 9
2019
Q3 		$6.65M Buy
38,251
+960
+3% +$166K 2.12% 8
2019
Q2 		$6.43M Sell
37,291
-204
-0.5% -$34.6K 2.05% 8
2019
Q1 		$6.25M Buy
37,495
+768
+2% +$123K 2.04% 8
2018
Q4 		$5.4M Buy
36,727
+494
+1% +$78.5K 1.98% 8
2018
Q3 		$6.24M Sell
36,233
-249
-0.7% -$42.2K 2.11% 9
2018
Q2 		$5.92M Buy
36,482
+109
+0.3% +$17.5K 2.72% 9
2018
Q1 		$5.69M Buy
36,373
+185
+0.5% +$29.9K 2.4% 6
2017
Q4 		$5.72M Buy
36,188
+6,271
+21% +$967K 2.42% 7
2017
Q3 		$4.47M Buy
29,917
+351
+1% +$51.2K 2.01% 17
2017
Q2 		$4.26M Buy
29,566
+142
+0.5% +$20.2K 2% 14
2017
Q1 		$4.12M Buy
29,424
+83
+0.3% +$11.5K 1.79% 17
2016
Q4 		$3.9M Buy
29,341
+143
+0.5% +$18.5K 1.77% 17
2016
Q3 		$3.74M Sell
29,198
-1,487
-5% -$190K 1.83% 14
2016
Q2 		$3.81M Sell
30,685
-2,730
-8% -$334K 1.88% 11
2016
Q1 		$4.05M Buy
33,415
+363
+1% +$41.5K 1.93% 10
2015
Q4 		$3.98M Sell
33,052
-885
-3% -$108K 1.79% 14
2015
Q3 		$3.87M Sell
33,937
-726
-2% -$87.9K 1.84% 13
2015
Q2 		$4.3M Buy
34,663
+602
+2% +$75.8K 1.94% 12
2015
Q1 		$4.22M Sell
34,061
-343
-1% -$42.2K 1.85% 16
2014
Q4 		$4.21M Sell
34,404
-651
-2% -$77.7K 1.79% 18
2014
Q3 		$4.09M Sell
35,055
-2,841
-7% -$335K 1.74% 19
2014
Q2 		$4.46M Buy
+37,896
New +$4.31M 1.73% 17
2014
Q1 		– Sell
-37,190
Closed -$4.12M – 140
2013
Q4 		$4.12M Buy
37,190
+170
+0.5% +$18K 1.72% 19
2013
Q3 		$3.74M Buy
+37,020
New +$3.71M 1.68% 20

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

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

Ipswich Investment Management increased its iShares Russell 3000 ETF (IWV) stake by 0.29% in Q2 2026, buying an estimated $43.7K and bringing the position to 36,947 shares worth $15.8M. The position accounts for 3.33% of the portfolio, ranked #5.

Ipswich Investment Management first reported a position in IWV in Q3 2013 and has held it in 51 quarters since. 217 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Ipswich Investment Management held 36,947 shares of iShares Russell 3000 ETF worth $15.8M as of Q2 2026.
  • Ipswich Investment Management bought 106 iShares Russell 3000 ETF shares in Q2 2026, an estimated $43.7K.
  • iShares Russell 3000 ETF made up 3.33% of Ipswich Investment Management's portfolio in Q2 2026, its #5 holding.
  • Ipswich Investment Management first reported a position in iShares Russell 3000 ETF in Q3 2013 and has held it in 51 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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