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

F.L. Putnam Investment Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$616K Buy
3,837
+250
+7% +$39.4K 0.01% 435
2026
Q1 		$523K Buy
3,587
+91
+3% +$13.5K 0.01% 411
2025
Q4 		$493K Buy
3,496
+280
+9% +$39.1K 0.01% 426
2025
Q3 		$449K Sell
3,216
-158
-5% -$21.6K 0.01% 432
2025
Q2 		$446K Sell
3,374
-941
-22% -$118K 0.01% 433
2025
Q1 		$544K Sell
4,315
-47
-1% -$6.12K 0.01% 400
2024
Q4 		$564K Sell
4,362
-102
-2% -$13.7K 0.01% 397
2024
Q3 		$590K Buy
4,464
+121
+3% +$15.3K 0.01% 403
2024
Q2 		$524K Buy
4,343
+1,605
+59% +$195K 0.01% 405
2024
Q1 		$343K Sell
2,738
-843
-24% -$99.3K 0.01% 400
2023
Q4 		$416K Buy
3,581
+68
+2% +$7.25K 0.01% 370
2023
Q3 		$367K Hold
3,513
– – 0.01% 381
2023
Q2 		$386K Buy
3,513
+1,087
+45% +$115K 0.01% 385
2023
Q1 		$258K Sell
2,426
-9
-0.4% -$982 0.01% 381
2022
Q4 		$256K Sell
2,435
-210
-8% -$22K 0.01% 366
2022
Q3 		$254K Sell
2,645
-95
-3% -$10.1K 0.01% 356
2022
Q2 		$278K Buy
2,740
+211
+8% +$23.6K 0.01% 347
2022
Q1 		$303K Buy
2,529
+419
+20% +$49.3K 0.01% 339
2021
Q4 		$258K Hold
2,110
– – 0.01% 362
2021
Q3 		$239K Sell
2,110
-82
-4% -$9.49K 0.01% 370
2021
Q2 		$252K Buy
2,192
+31
+1% +$3.55K 0.01% 370
2021
Q1 		$236K Sell
2,161
-70
-3% -$7.29K 0.01% 333
2020
Q4 		$216K Buy
+2,231
New +$201K 0.01% 315

Other funds holding IWS

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

F.L. Putnam Investment Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 7% in Q2 2026, buying an estimated $39.4K and bringing the position to 3,837 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #435.

F.L. Putnam Investment Management first reported a position in IWS in Q4 2020 and has held it in 23 quarters since. 760 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • F.L. Putnam Investment Management held 3,837 shares of iShares Russell Mid-Cap Value ETF worth $616K as of Q2 2026.
  • F.L. Putnam Investment Management bought 250 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $39.4K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #435 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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