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Reframe Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Reframe Wealth’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$14.4M Buy
+65,125
New +$14.5M 5.52% 7

Other funds holding IWV

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Reframe Wealth's IWV Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares Russell 3000 ETF (IWV) in Q4 2022: 65,125 shares worth $14.4M. The stake represents 5.52% of the portfolio and ranks #7 among its holdings.

695 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

  • Reframe Wealth held 65,125 shares of iShares Russell 3000 ETF worth $14.4M as of Q4 2022.
  • iShares Russell 3000 ETF was a new Reframe Wealth position in Q4 2022.
  • iShares Russell 3000 ETF made up 5.52% of Reframe Wealth's portfolio in Q4 2022, its #7 holding.
  • 695 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

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