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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,000	Closed	-$312K	–	191
2022 Q1	$312K	Buy	4,000 +1,000	+33%	+$77.3K	0.22%	53
2021 Q4	$256K	Hold	3,000	–	–	0.17%	60
2021 Q3	$238K	Buy	3,000 +620	+26%	+$50.3K	0.17%	56
2021 Q2	$193K	Buy	+2,380	New	+$191K	0.15%	69

Other funds holding IJK

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Freedman Financial Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 4,000 shares — an estimated $312K sold.

Freedman Financial Associates first reported a position in IJK in Q2 2021 and held it in 4 quarters. The position peaked at $312K in Q1 2022. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Freedman Financial Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 4,000 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $312K.
Freedman Financial Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and held it in 4 quarters.
Freedman Financial Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $312K in Q1 2022.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

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