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Reframe Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Reframe Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$4.58M Buy
+21,337
New +$4.67M 1.76% 14

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Reframe Wealth's IWO Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2022: 21,337 shares worth $4.58M. The stake represents 1.76% of the portfolio and ranks #14 among its holdings.

836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Reframe Wealth held 21,337 shares of iShares Russell 2000 Growth ETF worth $4.58M as of Q4 2022.
  • iShares Russell 2000 Growth ETF was a new Reframe Wealth position in Q4 2022.
  • iShares Russell 2000 Growth ETF made up 1.76% of Reframe Wealth's portfolio in Q4 2022, its #14 holding.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

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