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F.L. Putnam Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

F.L. Putnam Investment Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$424K Buy
1,260
+333
+36% +$122K 0.01% 495
2026
Q1 		$291K Buy
927
+127
+16% +$42.2K ﹤0.01% 506
2025
Q4 		$258K Sell
800
-45
-5% -$14.6K ﹤0.01% 537
2025
Q3 		$270K Buy
+845
New +$255K ﹤0.01% 511
2025
Q1 		– Sell
-720
Closed -$207K – 581
2024
Q4 		$207K Sell
720
-76
-10% -$22.5K ﹤0.01% 540
2024
Q3 		$226K Sell
796
-45
-5% -$12.3K ﹤0.01% 539
2024
Q2 		$221K Buy
+841
New +$218K ﹤0.01% 521

Other funds holding IWO

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

F.L. Putnam Investment Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 36% in Q2 2026, buying an estimated $122K and bringing the position to 1,260 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #495.

F.L. Putnam Investment Management first reported a position in IWO in Q2 2024 and has held it in 7 quarters since. 783 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • F.L. Putnam Investment Management held 1,260 shares of iShares Russell 2000 Growth ETF worth $424K as of Q2 2026.
  • F.L. Putnam Investment Management bought 333 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $122K.
  • iShares Russell 2000 Growth ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #495 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • 783 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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