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Freedman Financial Associates’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Freedman Financial Associates’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,100
Closed -$340K – 190
2022
Q1 		$340K Buy
3,100
+200
+7% +$21.6K 0.23% 49
2021
Q4 		$321K Buy
2,900
+600
+26% +$65.3K 0.22% 48
2021
Q3 		$237K Buy
+2,300
New +$242K 0.17% 57

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Freedman Financial Associates sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 3,100 shares — an estimated $340K sold.

Freedman Financial Associates first reported a position in IJJ in Q3 2021 and held it in 3 quarters. The position peaked at $340K in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • Freedman Financial Associates reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 3,100 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $340K.
  • Freedman Financial Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 3 quarters.
  • Freedman Financial Associates's iShares S&P Mid-Cap 400 Value ETF position peaked at $340K in Q1 2022.
  • 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

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