MWM
IPST

Mattern Wealth Management’s IP Strategy Holdings IPST Stock Holding History

Mattern Wealth Management’s Portfolio IPST Stock Details IPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-111
Closed -$36.3K – 162
2025
Q3 		$36.3K Hold
111
– – 0.01% 156
2025
Q2 		$18K Hold
111
– – ﹤0.01% 161
2025
Q1 		$22.2K Hold
111
– – ﹤0.01% 166
2024
Q4 		$76.1K Buy
+111
New +$125K 0.02% 169

Other funds holding IPST

ACM
Arrington Capital Management Miami, Florida $163M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CM
CoinFund Management New York $35.4M AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
WPA
Wealth Preservation Advisors Chattanooga, Tennessee $175M AUM 26.61% 1-Year Est. Return

Mattern Wealth Management's IPST Position: Q4 2025 in Review

Mattern Wealth Management sold out of IP Strategy Holdings (IPST) in Q4 2025, closing a stake of 111 shares — an estimated $36.3K sold.

Mattern Wealth Management first reported a position in IPST in Q4 2024 and held it in 4 quarters. The position peaked at $76.1K in Q4 2024. 13 funds tracked by Wall St. Rank hold IPST as of Q4 2025.

  • Mattern Wealth Management reported no remaining IP Strategy Holdings position as of Q4 2025 after selling out during the quarter.
  • Mattern Wealth Management sold 111 IP Strategy Holdings shares in Q4 2025, an estimated $36.3K.
  • Mattern Wealth Management first reported a position in IP Strategy Holdings in Q4 2024 and held it in 4 quarters.
  • Mattern Wealth Management's IP Strategy Holdings position peaked at $76.1K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held IP Strategy Holdings as of Q4 2025.

Based on Mattern Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.