Reframe Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Reframe Wealth’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$20.7M	Buy	+302,999	New	+$20.8M	7.95%	5

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Reframe Wealth's IJK Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2022: 302,999 shares worth $20.7M. The stake represents 7.95% of the portfolio and ranks #5 among its holdings.

697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Reframe Wealth held 302,999 shares of iShares S&P Mid-Cap 400 Growth ETF worth $20.7M as of Q4 2022.
iShares S&P Mid-Cap 400 Growth ETF was a new Reframe Wealth position in Q4 2022.
iShares S&P Mid-Cap 400 Growth ETF made up 7.95% of Reframe Wealth's portfolio in Q4 2022, its #5 holding.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.