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Putney Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Putney Financial Group’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418K Hold
3,368
– – 0.38% 46
2026
Q1 		$359K Hold
3,368
– – 0.36% 50
2025
Q4 		$399K Hold
3,368
– – 0.37% 47
2025
Q3 		$394K Buy
3,368
+3,268
+3,268% +$364K 0.39% 42
2025
Q2 		$10.6K Hold
100
– – 0.01% 218
2025
Q1 		$9.03K Hold
100
– – 0.01% 210
2024
Q4 		$10K Buy
+100
New +$9.84K 0.01% 217

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Putney Financial Group's IWF Position: Q2 2026 in Review

Putney Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,368 shares worth $418K. The position accounts for 0.38% of the portfolio, ranked #46.

Putney Financial Group first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 807 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Putney Financial Group held 3,368 shares of iShares Russell 1000 Growth ETF worth $418K as of Q2 2026.
  • Putney Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.38% of Putney Financial Group's portfolio in Q2 2026, its #46 holding.
  • Putney Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.