Reframe Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Reframe Wealth’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$25.1M	Buy	+144,222	New	+$25.6M	9.67%	2

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Reframe Wealth's IWM Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2022: 144,222 shares worth $25.1M. The stake represents 9.67% of the portfolio and ranks #2 among its holdings.

1,985 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Reframe Wealth held 144,222 shares of iShares Russell 2000 ETF worth $25.1M as of Q4 2022.
iShares Russell 2000 ETF was a new Reframe Wealth position in Q4 2022.
iShares Russell 2000 ETF made up 9.67% of Reframe Wealth's portfolio in Q4 2022, its #2 holding.
1,985 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

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