Putnam Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Putnam Investments’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,690	Closed	-$356K	–	1178
2022 Q4	$356K	Buy	1,690 +82	+5%	+$17.4K	﹤0.01%	1033
2022 Q3	$317K	Buy	+1,608	New	+$353K	﹤0.01%	1061
2022 Q2	–	Sell	-3,146	Closed	-$787K	–	1167
2022 Q1	$787K	Buy	+3,146	New	+$777K	﹤0.01%	922

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Putnam Investments's IWB Position: Q1 2023 in Review

Putnam Investments sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 1,690 shares — an estimated $356K sold.

Putnam Investments first reported a position in IWB in Q1 2022 and held it in 3 quarters. The position peaked at $787K in Q1 2022. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Putnam Investments reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
Putnam Investments sold 1,690 iShares Russell 1000 ETF shares in Q1 2023, an estimated $356K.
Putnam Investments first reported a position in iShares Russell 1000 ETF in Q1 2022 and held it in 3 quarters.
Putnam Investments's iShares Russell 1000 ETF position peaked at $787K in Q1 2022.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Putnam Investments's 13F filing for Q1 2023, filed 22 May 2023.