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F.L. Putnam Investment Management’s iShares US Technology ETF IYW Stock Holding History

F.L. Putnam Investment Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$719K Buy
2,998
+369
+14% +$84.8K 0.01% 415
2026
Q1 		$477K Sell
2,629
-261
-9% -$50.4K 0.01% 429
2025
Q4 		$577K Hold
2,890
– – 0.01% 397
2025
Q3 		$566K Sell
2,890
-316
-10% -$57.8K 0.01% 396
2025
Q2 		$556K Sell
3,206
-107
-3% -$16.2K 0.01% 392
2025
Q1 		$465K Buy
3,313
+239
+8% +$37.2K 0.01% 427
2024
Q4 		$490K Buy
3,074
+7
+0.2% +$1.11K 0.01% 420
2024
Q3 		$465K Hold
3,067
– – 0.01% 439
2024
Q2 		$462K Buy
3,067
+77
+3% +$10.6K 0.01% 429
2024
Q1 		$404K Buy
2,990
+391
+15% +$50.9K 0.01% 367
2023
Q4 		$319K Hold
2,599
– – 0.01% 408
2023
Q3 		$273K Buy
+2,599
New +$283K 0.01% 417

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

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

F.L. Putnam Investment Management increased its iShares US Technology ETF (IYW) stake by 14% in Q2 2026, buying an estimated $84.8K and bringing the position to 2,998 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #415.

F.L. Putnam Investment Management first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. 966 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • F.L. Putnam Investment Management held 2,998 shares of iShares US Technology ETF worth $719K as of Q2 2026.
  • F.L. Putnam Investment Management bought 369 iShares US Technology ETF shares in Q2 2026, an estimated $84.8K.
  • iShares US Technology ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #415 holding.
  • F.L. Putnam Investment Management first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
  • 966 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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