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F.L. Putnam Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

F.L. Putnam Investment Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Sell
5,162
-108
-2% -$40.2K 0.03% 269
2025
Q4 		$1.97M Buy
5,270
+43
+0.8% +$15.9K 0.03% 253
2025
Q3 		$1.91M Sell
5,227
-84
-2% -$29.6K 0.03% 257
2025
Q2 		$1.8M Buy
5,311
+169
+3% +$53K 0.03% 257
2025
Q1 		$1.58M Hold
5,142
– – 0.03% 268
2024
Q4 		$1.66M Buy
5,142
+1,416
+38% +$459K 0.03% 267
2024
Q3 		$1.17M Sell
3,726
-1,443
-28% -$437K 0.02% 313
2024
Q2 		$1.54M Buy
5,169
+12
+0.2% +$3.44K 0.03% 273
2024
Q1 		$1.49M Buy
5,157
+359
+7% +$98.4K 0.03% 227
2023
Q4 		$1.26M Sell
4,798
-474
-9% -$116K 0.03% 238
2023
Q3 		$1.24M Sell
5,272
-384
-7% -$94K 0.03% 249
2023
Q2 		$1.38M Sell
5,656
-216
-4% -$49.7K 0.04% 245
2023
Q1 		$1.32M Buy
5,872
+341
+6% +$75K 0.04% 215
2022
Q4 		$1.16M Sell
5,531
-488
-8% -$103K 0.04% 213
2022
Q3 		$1.19M Sell
6,019
-270
-4% -$59.2K 0.05% 204
2022
Q2 		$1.31M Sell
6,289
-788
-11% -$178K 0.05% 207
2022
Q1 		$1.77M Sell
7,077
-394
-5% -$97.3K 0.06% 181
2021
Q4 		$1.98M Sell
7,471
-76
-1% -$19.6K 0.06% 177
2021
Q3 		$1.82M Hold
7,547
– – 0.06% 168
2021
Q2 		$1.83M Sell
7,547
-35
-0.5% -$8.25K 0.06% 171
2021
Q1 		$1.7M Buy
7,582
+687
+10% +$150K 0.07% 152
2020
Q4 		$1.46M Sell
6,895
-309
-4% -$61.7K 0.07% 146
2020
Q3 		$1.35M Buy
7,204
+563
+8% +$104K 0.07% 129
2020
Q2 		$1.14M Sell
6,641
-3,010
-31% -$487K 0.07% 138
2020
Q1 		$1.37M Buy
9,651
+2,786
+41% +$471K 0.1% 127
2019
Q4 		$1.23M Sell
6,865
-105
-2% -$17.9K 0.08% 152
2019
Q3 		$1.15M Buy
6,970
+58
+0.8% +$9.52K 0.08% 142
2019
Q2 		$1.13M Buy
6,912
+15
+0.2% +$2.4K 0.09% 124
2019
Q1 		$1.08M Buy
6,897
+437
+7% +$66.1K 0.09% 125
2018
Q4 		$896K Buy
6,460
+2,062
+47% +$308K 0.1% 135
2018
Q3 		$711K Buy
4,398
+120
+3% +$19K 0.07% 145
2018
Q2 		$650K Hold
4,278
– – 0.06% 150
2018
Q1 		$628K Buy
4,278
+12
+0.3% +$1.82K 0.06% 162
2017
Q4 		$634K Buy
4,266
+24
+0.6% +$3.48K 0.06% 163
2017
Q3 		$593K Buy
+4,242
New +$582K 0.06% 165
2017
Q1 		$565K Buy
4,302
+12
+0.3% +$1.55K 0.06% 162
2016
Q4 		$534K Buy
4,290
+25
+0.6% +$3.04K 0.06% 144
2016
Q3 		$514K Sell
4,265
-275
-6% -$33.1K 0.06% 140
2016
Q2 		$531K Sell
4,540
-102
-2% -$11.8K 0.06% 127
2016
Q1 		$530K Buy
4,642
+848
+22% +$91.6K 0.06% 126
2015
Q4 		$430K Buy
+3,794
New +$434K 0.05% 132

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

F.L. Putnam Investment Management's IWB Position: Q1 2026 in Review

F.L. Putnam Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 2% in Q1 2026, selling an estimated $40.2K and leaving 5,162 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #269.

F.L. Putnam Investment Management first reported a position in IWB in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.98M in Q4 2021. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • F.L. Putnam Investment Management held 5,162 shares of iShares Russell 1000 ETF worth $1.84M as of Q1 2026.
  • F.L. Putnam Investment Management sold 108 iShares Russell 1000 ETF shares in Q1 2026, an estimated $40.2K.
  • iShares Russell 1000 ETF made up 0.03% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #269 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 41 quarters since.
  • F.L. Putnam Investment Management's iShares Russell 1000 ETF position peaked at $1.98M in Q4 2021.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.