Reframe Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Reframe Wealth’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
2022 Q4	$11.6M	Buy	+83,623	New	+$11.8M	4.46%	8

Other funds holding IWN

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Reframe Wealth's IWN Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2022: 83,623 shares worth $11.6M. The stake represents 4.46% of the portfolio and ranks #8 among its holdings.

933 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

Reframe Wealth held 83,623 shares of iShares Russell 2000 Value ETF worth $11.6M as of Q4 2022.
iShares Russell 2000 Value ETF was a new Reframe Wealth position in Q4 2022.
iShares Russell 2000 Value ETF made up 4.46% of Reframe Wealth's portfolio in Q4 2022, its #8 holding.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

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