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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-38,795	Closed	-$4.21M	–	192
2022 Q1	$4.21M	Buy	38,795 +30	+0.1%	+$3.24K	2.9%	7
2021 Q4	$4.44M	Buy	38,765 +10	+0%	+$1.14K	3.03%	7
2021 Q3	$4.23M	Buy	38,755 +605	+2%	+$66.6K	3.09%	7
2021 Q2	$4.31M	Sell	38,150 -823	-2%	-$91.8K	3.25%	7
2021 Q1	$4.23M	Sell	38,973 -108	-0.3%	-$11.3K	3.49%	7
2020 Q4	$3.59M	Buy	+39,081	New	+$3.21M	3.23%	7

Other funds holding IJR

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

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

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

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Freedman Financial Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2022, closing a stake of 38,795 shares — an estimated $4.21M sold.

Freedman Financial Associates first reported a position in IJR in Q4 2020 and held it in 6 quarters. The position peaked at $4.44M in Q4 2021. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 38,795 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $4.21M.
Freedman Financial Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Core S&P Small-Cap ETF position peaked at $4.44M in Q4 2021.
1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

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