Reframe Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Reframe Wealth’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$5.78M	Buy	+38,130	New	+$5.71M	2.22%	11

Other funds holding IWD

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Reframe Wealth's IWD Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2022: 38,130 shares worth $5.78M. The stake represents 2.22% of the portfolio and ranks #11 among its holdings.

1,463 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

Reframe Wealth held 38,130 shares of iShares Russell 1000 Value ETF worth $5.78M as of Q4 2022.
iShares Russell 1000 Value ETF was a new Reframe Wealth position in Q4 2022.
iShares Russell 1000 Value ETF made up 2.22% of Reframe Wealth's portfolio in Q4 2022, its #11 holding.
1,463 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

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