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F.L. Putnam Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

F.L. Putnam 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 		$2.88M Sell
6,945
-344
-5% -$142K 0.03% 248
2026
Q1 		$2.7M Sell
7,289
-67
-0.9% -$25.9K 0.04% 225
2025
Q4 		$2.85M Sell
7,356
-45
-0.6% -$17.3K 0.04% 220
2025
Q3 		$2.8M Sell
7,401
-44
-0.6% -$16K 0.04% 221
2025
Q2 		$2.61M Sell
7,445
-62
-0.8% -$20.1K 0.04% 219
2025
Q1 		$2.38M Sell
7,507
-4
-0.1% -$1.34K 0.04% 221
2024
Q4 		$2.51M Sell
7,511
-2
-0% -$673 0.05% 222
2024
Q3 		$2.45M Sell
7,513
-83
-1% -$26.1K 0.04% 224
2024
Q2 		$2.34M Sell
7,596
-138
-2% -$41.2K 0.04% 223
2024
Q1 		$2.32M Sell
7,734
-379
-5% -$108K 0.05% 197
2023
Q4 		$2.22M Sell
8,113
-144
-2% -$36.7K 0.05% 203
2023
Q3 		$2.02M Sell
8,257
-162
-2% -$41.4K 0.06% 206
2023
Q2 		$2.14M Sell
8,419
-427
-5% -$103K 0.06% 211
2023
Q1 		$2.08M Sell
8,846
-319
-3% -$73.6K 0.07% 186
2022
Q4 		$2.02M Sell
9,165
-1,064
-10% -$236K 0.07% 171
2022
Q3 		$2.12M Sell
10,229
-526
-5% -$121K 0.08% 163
2022
Q2 		$2.34M Sell
10,755
-754
-7% -$179K 0.09% 162
2022
Q1 		$3.02M Sell
11,509
-1,079
-9% -$279K 0.1% 155
2021
Q4 		$3.49M Sell
12,588
-706
-5% -$191K 0.11% 139
2021
Q3 		$3.39M Sell
13,294
-333
-2% -$87.2K 0.12% 135
2021
Q2 		$3.49M Sell
13,627
-401
-3% -$100K 0.12% 135
2021
Q1 		$3.33M Sell
14,028
-32
-0.2% -$7.43K 0.15% 124
2020
Q4 		$3.14M Buy
14,060
+286
+2% +$60.1K 0.15% 113
2020
Q3 		$2.7M Sell
13,774
-291
-2% -$56.3K 0.15% 107
2020
Q2 		$2.53M Buy
14,065
+1,437
+11% +$243K 0.15% 106
2020
Q1 		$1.87M Buy
12,628
+10,180
+416% +$1.81M 0.14% 116
2019
Q4 		$461K Hold
2,448
– – 0.03% 218
2019
Q3 		$425K Buy
2,448
+206
+9% +$35.7K 0.03% 207
2019
Q2 		$386K Sell
2,242
-10
-0.4% -$1.7K 0.03% 172
2019
Q1 		$375K Sell
2,252
-1,064
-32% -$171K 0.03% 171
2018
Q4 		$487K Sell
3,316
-11
-0.3% -$1.75K 0.05% 154
2018
Q3 		$573K Sell
3,327
-100
-3% -$16.9K 0.05% 150
2018
Q2 		$556K Sell
3,427
-326
-9% -$52.4K 0.05% 158
2018
Q1 		$587K Sell
3,753
-865
-19% -$140K 0.05% 169
2017
Q4 		$730K Sell
4,618
-55
-1% -$8.48K 0.07% 155
2017
Q3 		$698K Buy
+4,673
New +$682K 0.07% 157
2017
Q1 		$699K Sell
5,000
-120
-2% -$16.6K 0.07% 152
2016
Q4 		$681K Sell
5,120
-10
-0.2% -$1.3K 0.08% 135
2016
Q3 		$658K Hold
5,130
– – 0.08% 132
2016
Q2 		$636K Buy
5,130
+15
+0.3% +$1.83K 0.08% 121
2016
Q1 		$618K Sell
5,115
-15
-0.3% -$1.72K 0.07% 120
2015
Q4 		$617K Sell
5,130
-20
-0.4% -$2.43K 0.07% 123
2015
Q3 		$587K Buy
5,150
+215
+4% +$26K 0.07% 127
2015
Q2 		$612K Buy
4,935
+680
+16% +$85.6K 0.07% 129
2015
Q1 		$527K Sell
4,255
-100
-2% -$12.3K 0.06% 134
2014
Q4 		$533K Buy
4,355
+155
+4% +$18.5K 0.06% 140
2014
Q3 		$491K Sell
4,200
-200
-5% -$23.6K 0.06% 145
2014
Q2 		$518K Hold
4,400
– – 0.06% 150
2014
Q1 		$494K Hold
4,400
– – 0.06% 156
2013
Q4 		$487K Sell
4,400
-50
-1% -$5.31K 0.06% 156
2013
Q3 		$450K Buy
4,450
+100
+2% +$10K 0.06% 156
2013
Q2 		$419K Buy
+4,350
New +$416K 0.06% 152

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

F.L. Putnam Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 4.7% in Q2 2026, selling an estimated $142K and leaving 6,945 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #248.

F.L. Putnam Investment Management first reported a position in IWV in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.49M in Q4 2021. 637 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • F.L. Putnam Investment Management held 6,945 shares of iShares Russell 3000 ETF worth $2.88M as of Q2 2026.
  • F.L. Putnam Investment Management sold 344 iShares Russell 3000 ETF shares in Q2 2026, an estimated $142K.
  • iShares Russell 3000 ETF made up 0.03% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #248 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 52 quarters since.
  • F.L. Putnam Investment Management's iShares Russell 3000 ETF position peaked at $3.49M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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