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F.L. Putnam Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

F.L. Putnam Investment Management’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,126
Closed -$255K – 599
2025
Q1 		$255K Sell
2,126
-4,563
-68% -$571K ﹤0.01% 517
2024
Q4 		$836K Buy
6,689
+64
+1% +$8.17K 0.02% 339
2024
Q3 		$819K Sell
6,625
-100
-1% -$11.9K 0.01% 354
2024
Q2 		$763K Buy
6,725
+2,006
+43% +$229K 0.01% 357
2024
Q1 		$558K Buy
4,719
+21
+0.4% +$2.36K 0.01% 329
2023
Q4 		$536K Sell
4,698
-51
-1% -$5.25K 0.01% 327
2023
Q3 		$479K Sell
4,749
-556
-10% -$59.4K 0.01% 341
2023
Q2 		$568K Buy
5,305
+30
+0.6% +$3.05K 0.02% 332
2023
Q1 		$542K Hold
5,275
– – 0.02% 291
2022
Q4 		$532K Hold
5,275
– – 0.02% 285
2022
Q3 		$475K Buy
5,275
+2
+0% +$199 0.02% 281
2022
Q2 		$498K Buy
5,273
+557
+12% +$56.8K 0.02% 283
2022
Q1 		$517K Buy
4,716
+260
+6% +$28.1K 0.02% 280
2021
Q4 		$493K Hold
4,456
– – 0.02% 285
2021
Q3 		$459K Hold
4,456
– – 0.02% 284
2021
Q2 		$469K Buy
4,456
+20
+0.5% +$2.14K 0.02% 288
2021
Q1 		$452K Hold
4,436
– – 0.02% 258
2020
Q4 		$383K Sell
4,436
-26
-0.6% -$2.04K 0.02% 250
2020
Q3 		$301K Buy
4,462
+26
+0.6% +$1.8K 0.02% 245
2020
Q2 		$295K Hold
4,436
– – 0.02% 255
2020
Q1 		$243K Hold
4,436
– – 0.02% 252
2019
Q4 		$379K Hold
4,436
– – 0.02% 239
2019
Q3 		$355K Buy
+4,436
New +$349K 0.03% 229

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

F.L. Putnam Investment Management's IJJ Position: Q2 2025 in Review

F.L. Putnam Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 2,126 shares — an estimated $255K sold.

F.L. Putnam Investment Management first reported a position in IJJ in Q3 2019 and held it in 23 quarters. The position peaked at $836K in Q4 2024. 815 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • F.L. Putnam Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 2,126 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $255K.
  • F.L. Putnam Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and held it in 23 quarters.
  • F.L. Putnam Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $836K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.