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F.L. Putnam Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

F.L. Putnam Investment Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.33M Buy
16,969
+475
+3% +$62.7K 0.03% 267
2026
Q1 		$1.87M Sell
16,494
-1,572
-9% -$189K 0.03% 263
2025
Q4 		$2.23M Buy
18,066
+1,381
+8% +$169K 0.03% 240
2025
Q3 		$2.01M Sell
16,685
-223
-1% -$25.6K 0.03% 254
2025
Q2 		$1.86M Sell
16,908
-657
-4% -$65K 0.03% 253
2025
Q1 		$1.63M Buy
17,565
+1,642
+10% +$166K 0.03% 262
2024
Q4 		$1.62M Sell
15,923
-805
-5% -$80.3K 0.03% 269
2024
Q3 		$1.6M Buy
16,728
+478
+3% +$44.1K 0.03% 276
2024
Q2 		$1.5M Buy
16,250
+250
+2% +$21.6K 0.03% 275
2024
Q1 		$1.35M Buy
16,000
+445
+3% +$35.8K 0.03% 237
2023
Q4 		$1.17M Sell
15,555
-2,300
-13% -$164K 0.03% 243
2023
Q3 		$1.22M Sell
17,855
-300
-2% -$21.2K 0.03% 251
2023
Q2 		$1.28M Sell
18,155
-296
-2% -$19.6K 0.03% 252
2023
Q1 		$1.18M Buy
18,451
+1,916
+12% +$117K 0.04% 225
2022
Q4 		$967K Sell
16,535
-1,744
-10% -$105K 0.04% 229
2022
Q3 		$1.06M Sell
18,279
-16,206
-47% -$1.05M 0.04% 213
2022
Q2 		$2.08M Buy
34,485
+17,949
+109% +$1.19M 0.08% 169
2022
Q1 		$1.26M Sell
16,536
-1,499
-8% -$113K 0.04% 211
2021
Q4 		$1.51M Buy
18,035
+206
+1% +$16.6K 0.05% 198
2021
Q3 		$1.32M Sell
17,829
-89
-0.5% -$6.78K 0.04% 200
2021
Q2 		$1.3M Buy
17,918
+92
+0.5% +$6.37K 0.04% 196
2021
Q1 		$1.16M Sell
17,826
-406
-2% -$26.2K 0.05% 179
2020
Q4 		$1.16M Sell
18,232
-3,184
-15% -$193K 0.05% 156
2020
Q3 		$1.24M Sell
21,416
-148
-0.7% -$8.38K 0.07% 134
2020
Q2 		$1.12M Buy
21,564
+4,328
+25% +$207K 0.07% 141
2020
Q1 		$711K Sell
17,236
-2,876
-14% -$136K 0.05% 162
2019
Q4 		$974K Buy
+20,112
New +$932K 0.06% 175

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

F.L. Putnam Investment Management's IVW Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2.9% in Q2 2026, buying an estimated $62.7K and bringing the position to 16,969 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #267.

F.L. Putnam Investment Management first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 1,614 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • F.L. Putnam Investment Management held 16,969 shares of iShares S&P 500 Growth ETF worth $2.33M as of Q2 2026.
  • F.L. Putnam Investment Management bought 475 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $62.7K.
  • iShares S&P 500 Growth ETF made up 0.03% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #267 holding.
  • F.L. Putnam Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,614 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.