Reframe Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Reframe Wealth’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$945K	Buy	+6,513	New	+$930K	0.36%	24

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Reframe Wealth's IVE Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2022: 6,513 shares worth $945K. The stake represents 0.36% of the portfolio and ranks #24 among its holdings.

1,116 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

Reframe Wealth held 6,513 shares of iShares S&P 500 Value ETF worth $945K as of Q4 2022.
iShares S&P 500 Value ETF was a new Reframe Wealth position in Q4 2022.
iShares S&P 500 Value ETF made up 0.36% of Reframe Wealth's portfolio in Q4 2022, its #24 holding.
1,116 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

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