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

F.L. Putnam Investment Management’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.18M Buy
19,782
+979
+5% +$103K 0.03% 276
2026
Q1 		$1.83M Buy
18,803
+5,287
+39% +$528K 0.03% 270
2025
Q4 		$1.3M Sell
13,516
-951
-7% -$91.4K 0.02% 301
2025
Q3 		$1.4M Sell
14,467
-903
-6% -$85.6K 0.02% 298
2025
Q2 		$1.41M Sell
15,370
-2,753
-15% -$238K 0.02% 287
2025
Q1 		$1.54M Sell
18,123
-707
-4% -$63.1K 0.03% 270
2024
Q4 		$1.66M Sell
18,830
-70
-0.4% -$6.35K 0.03% 265
2024
Q3 		$1.67M Buy
18,900
+1,838
+11% +$155K 0.03% 271
2024
Q2 		$1.38M Sell
17,062
-396
-2% -$32.2K 0.03% 285
2024
Q1 		$1.47M Sell
17,458
-589
-3% -$46.7K 0.03% 231
2023
Q4 		$1.4M Sell
18,047
-1,301
-7% -$92.4K 0.03% 231
2023
Q3 		$1.34M Sell
19,348
-1,228
-6% -$89.6K 0.04% 241
2023
Q2 		$1.5M Sell
20,576
-3,231
-14% -$225K 0.04% 236
2023
Q1 		$1.66M Buy
23,807
+1,315
+6% +$92.8K 0.05% 202
2022
Q4 		$1.52M Sell
22,492
-100
-0.4% -$6.74K 0.06% 196
2022
Q3 		$1.4M Sell
22,592
-97
-0.4% -$6.67K 0.05% 195
2022
Q2 		$1.47M Sell
22,689
-908
-4% -$64.6K 0.05% 199
2022
Q1 		$1.84M Buy
23,597
+5,529
+31% +$426K 0.06% 180
2021
Q4 		$1.5M Buy
18,068
+248
+1% +$20.4K 0.05% 199
2021
Q3 		$1.39M Buy
17,820
+102
+0.6% +$8.17K 0.05% 191
2021
Q2 		$1.4M Buy
17,718
+2,166
+14% +$168K 0.05% 191
2021
Q1 		$1.15M Buy
15,552
+810
+5% +$58.6K 0.05% 181
2020
Q4 		$1.01M Buy
14,742
+710
+5% +$45.2K 0.05% 170
2020
Q3 		$805K Sell
14,032
-3,084
-18% -$176K 0.04% 169
2020
Q2 		$917K Sell
17,116
-6,315
-27% -$317K 0.05% 151
2020
Q1 		$1.01M Buy
23,431
+9,960
+74% +$548K 0.08% 139
2019
Q4 		$803K Buy
13,471
+2,406
+22% +$138K 0.05% 191
2019
Q3 		$619K Buy
11,065
+5,045
+84% +$282K 0.04% 184
2019
Q2 		$336K Hold
6,020
– – 0.03% 186
2019
Q1 		$325K Hold
6,020
– – 0.03% 189
2018
Q4 		$280K Hold
6,020
– – 0.03% 189
2018
Q3 		$332K Hold
6,020
– – 0.03% 178
2018
Q2 		$319K Hold
6,020
– – 0.03% 180
2018
Q1 		$311K Hold
6,020
– – 0.03% 204
2017
Q4 		$313K Hold
6,020
– – 0.03% 191
2017
Q3 		$297K Buy
+6,020
New +$291K 0.03% 192
2017
Q1 		$305K Hold
6,520
– – 0.03% 191
2016
Q4 		$292K Buy
6,520
+1,404
+27% +$61.4K 0.03% 175
2016
Q3 		$223K Buy
+5,116
New +$222K 0.03% 173

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

F.L. Putnam Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.2% in Q2 2026, buying an estimated $103K and bringing the position to 19,782 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #276.

F.L. Putnam Investment Management first reported a position in IWR in Q3 2016 and has held it in 39 quarters since. 1,166 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • F.L. Putnam Investment Management held 19,782 shares of iShares Russell Mid-Cap ETF worth $2.18M as of Q2 2026.
  • F.L. Putnam Investment Management bought 979 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $103K.
  • iShares Russell Mid-Cap ETF made up 0.03% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #276 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and has held it in 39 quarters since.
  • 1,166 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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