Reframe Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Reframe Wealth’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.88M	Buy	+22,447	New	+$1.89M	0.72%	18

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Reframe Wealth's IWP Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022: 22,447 shares worth $1.88M. The stake represents 0.72% of the portfolio and ranks #18 among its holdings.

887 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

Reframe Wealth held 22,447 shares of iShares Russell Mid-Cap Growth ETF worth $1.88M as of Q4 2022.
iShares Russell Mid-Cap Growth ETF was a new Reframe Wealth position in Q4 2022.
iShares Russell Mid-Cap Growth ETF made up 0.72% of Reframe Wealth's portfolio in Q4 2022, its #18 holding.
887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

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