PFG
IWM icon

Putney Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Putney Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60
Closed -$12.9K – 179
2025
Q2 		$12.9K Hold
60
– – 0.01% 202
2025
Q1 		$12K Hold
60
– – 0.01% 192
2024
Q4 		$13.3K Buy
+60
New +$13.7K 0.01% 203

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Putney Financial Group's IWM Position: Q3 2025 in Review

Putney Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 60 shares — an estimated $12.9K sold.

Putney Financial Group first reported a position in IWM in Q4 2024 and held it in 3 quarters. The position peaked at $13.3K in Q4 2024. 2,437 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Putney Financial Group reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 60 iShares Russell 2000 ETF shares in Q3 2025, an estimated $12.9K.
  • Putney Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's iShares Russell 2000 ETF position peaked at $13.3K in Q4 2024.
  • 2,437 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.