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F.L. Putnam Investment Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

F.L. Putnam Investment Management’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,101
Closed -$204K – 415
2021
Q3 		$204K Buy
+3,101
New +$209K 0.01% 392

Other funds holding IWX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

F.L. Putnam Investment Management's IWX Position: Q4 2021 in Review

F.L. Putnam Investment Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2021, closing a stake of 3,101 shares — an estimated $204K sold.

F.L. Putnam Investment Management first reported a position in IWX in Q3 2021 and held it in 1 quarter. The position peaked at $204K in Q3 2021. 98 funds tracked by Wall St. Rank hold IWX as of Q4 2021.

  • F.L. Putnam Investment Management reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2021 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 3,101 iShares Russell Top 200 Value ETF shares in Q4 2021, an estimated $204K.
  • F.L. Putnam Investment Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2021 and held it in 1 quarter.
  • F.L. Putnam Investment Management's iShares Russell Top 200 Value ETF position peaked at $204K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2021.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.