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F.L. Putnam Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

F.L. Putnam Investment Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
+1,183
New +$248K ﹤0.01% 603
2025
Q3 		– Sell
-1,311
Closed -$207K – 597
2025
Q2 		$207K Sell
1,311
-888
-40% -$132K ﹤0.01% 559
2025
Q1 		$332K Sell
2,199
-439
-17% -$70.9K 0.01% 477
2024
Q4 		$433K Sell
2,638
-195
-7% -$33.3K 0.01% 443
2024
Q3 		$473K Sell
2,833
-294
-9% -$47.8K 0.01% 438
2024
Q2 		$476K Sell
3,127
-1,436
-31% -$220K 0.01% 422
2024
Q1 		$725K Sell
4,563
-16,159
-78% -$2.45M 0.02% 296
2023
Q4 		$3.22M Sell
20,722
-11,853
-36% -$1.64M 0.08% 175
2023
Q3 		$4.42M Buy
32,575
+7,456
+30% +$1.07M 0.12% 146
2023
Q2 		$3.54M Buy
+25,119
New +$3.4M 0.1% 170
2020
Q2 		– Sell
-2,464
Closed -$202K – 304
2020
Q1 		$202K Sell
2,464
-534
-18% -$59.9K 0.02% 272
2019
Q4 		$385K Buy
2,998
+1,071
+56% +$132K 0.02% 236
2019
Q3 		$230K Buy
+1,927
New +$228K 0.02% 267
2014
Q1 		– Sell
-3,993
Closed -$397K – 202
2013
Q4 		$397K Sell
3,993
-672
-14% -$64.2K 0.05% 163
2013
Q3 		$428K Buy
4,665
+2,336
+100% +$211K 0.06% 159
2013
Q2 		$200K Buy
+2,329
New +$197K 0.03% 180

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

F.L. Putnam Investment Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,183 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: F.L. Putnam Investment Management previously reported a position in IWN as recently as Q2 2025.

F.L. Putnam Investment Management first reported a position in IWN in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.42M in Q3 2023. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • F.L. Putnam Investment Management held 1,183 shares of iShares Russell 2000 Value ETF worth $232K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new F.L. Putnam Investment Management position in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #603 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 16 quarters since.
  • F.L. Putnam Investment Management's iShares Russell 2000 Value ETF position peaked at $4.42M in Q3 2023.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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