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

F.L. Putnam Investment Management’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,744	Closed	-$154K	–	671
2024 Q2	$154K	Buy	+1,744	New	+$154K	﹤0.01%	544
2013 Q4	–	Sell	-10,180	Closed	-$354K	–	200
2013 Q3	$354K	Sell	10,180 -180	-2%	-$6.12K	0.05%	168
2013 Q2	$334K	Buy	+10,360	New	+$336K	0.05%	164

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

F.L. Putnam Investment Management's IJK Position: Q3 2024 in Review

F.L. Putnam Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 1,744 shares — an estimated $154K sold.

F.L. Putnam Investment Management first reported a position in IJK in Q2 2013 and held it in 3 quarters. The position peaked at $354K in Q3 2013. 878 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

F.L. Putnam Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
F.L. Putnam Investment Management sold 1,744 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $154K.
F.L. Putnam Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 3 quarters.
F.L. Putnam Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $354K in Q3 2013.
878 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.