Freedman Financial Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Freedman Financial Associates’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,040	Closed	-$380K	–	189
2022 Q1	$380K	Buy	7,040 +50	+0.7%	+$2.66K	0.26%	46
2021 Q4	$396K	Hold	6,990	–	–	0.27%	43
2021 Q3	$368K	Hold	6,990	–	–	0.27%	42
2021 Q2	$376K	Buy	6,990 +160	+2%	+$8.64K	0.28%	39
2021 Q1	$356K	Buy	6,830 +5	+0.1%	+$250	0.29%	38
2020 Q4	$314K	Buy	+6,825	New	+$288K	0.28%	41

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedman Financial Associates's IJH Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 7,040 shares — an estimated $380K sold.

Freedman Financial Associates first reported a position in IJH in Q4 2020 and held it in 6 quarters. The position peaked at $396K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 7,040 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $380K.
Freedman Financial Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Core S&P Mid-Cap ETF position peaked at $396K in Q4 2021.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.