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Putnam Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

Putnam Investments’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,741
Closed -$1.28M – 806
2020
Q4 		$1.28M Buy
+9,741
New +$1.15M ﹤0.01% 697
2016
Q2 		– Sell
-10,978
Closed -$1.02M – 1373
2016
Q1 		$1.02M Buy
+10,978
New +$953K ﹤0.01% 1110
2015
Q4 		– Sell
-15,103
Closed -$1.36M – 1470
2015
Q3 		$1.36M Buy
15,103
+8,748
+138% +$840K ﹤0.01% 1091
2015
Q2 		$648K Buy
+6,355
New +$654K ﹤0.01% 1306
2014
Q4 		– Sell
-10,596
Closed -$991K – 1497
2014
Q3 		$991K Buy
+10,596
New +$1.05M ﹤0.01% 1210

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return