F.L. Putnam Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9M	Buy	13,037 +9,525	+271%	+$1.31M	0.02%	300
2026 Q1	$450K	Buy	3,512 +26	+0.7%	+$3.52K	0.01%	439
2025 Q4	$477K	Buy	3,486 +153	+5%	+$21.4K	0.01%	430
2025 Q3	$475K	Sell	3,333 -175	-5%	-$24.7K	0.01%	422
2025 Q2	$486K	Sell	3,508 -1,271	-27%	-$161K	0.01%	415
2025 Q1	$561K	Buy	4,779 +446	+10%	+$57.3K	0.01%	394
2024 Q4	$549K	Sell	4,333 -1	-0%	-$127	0.01%	403
2024 Q3	$508K	Sell	4,334 -9	-0.2%	-$1.01K	0.01%	422
2024 Q2	$479K	Buy	4,343 +386	+10%	+$42.4K	0.01%	420
2024 Q1	$452K	Sell	3,957 -748	-16%	-$80.9K	0.01%	357
2023 Q4	$492K	Buy	4,705 +96	+2%	+$9.1K	0.01%	338
2023 Q3	$421K	Sell	4,609 -651	-12%	-$62.2K	0.01%	362
2023 Q2	$508K	Sell	5,260 -1,822	-26%	-$166K	0.01%	348
2023 Q1	$645K	Buy	7,082 +4,223	+148%	+$377K	0.02%	271
2022 Q4	$239K	Sell	2,859 -78	-3%	-$6.57K	0.01%	376
2022 Q3	$230K	Buy	2,937 +15	+0.5%	+$1.29K	0.01%	369
2022 Q2	$231K	Hold	2,922	–	–	0.01%	368
2022 Q1	$294K	Buy	2,922 +16	+0.6%	+$1.59K	0.01%	346
2021 Q4	$335K	Hold	2,906	–	–	0.01%	326
2021 Q3	$326K	Sell	2,906 -26	-0.9%	-$2.99K	0.01%	323
2021 Q2	$332K	Hold	2,932	–	–	0.01%	330
2021 Q1	$299K	Hold	2,932	–	–	0.01%	300
2020 Q4	$301K	Buy	2,932 +424	+17%	+$40.3K	0.01%	276
2020 Q3	$217K	Buy	+2,508	New	+$212K	0.01%	287

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

F.L. Putnam Investment Management's IWP Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 271% in Q2 2026, buying an estimated $1.31M and bringing the position to 13,037 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #300.

F.L. Putnam Investment Management first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. 885 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

F.L. Putnam Investment Management held 13,037 shares of iShares Russell Mid-Cap Growth ETF worth $1.9M as of Q2 2026.
F.L. Putnam Investment Management bought 9,525 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.31M.
iShares Russell Mid-Cap Growth ETF made up 0.02% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #300 holding.
F.L. Putnam Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
885 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.