Freedman Financial Associates’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-35,737	Closed	-$3.68M	–	193
2022 Q1	$3.68M	Buy	35,737 +311	+0.9%	+$31.7K	2.54%	8
2021 Q4	$3.7M	Buy	35,426 +581	+2%	+$60.9K	2.53%	8
2021 Q3	$3.51M	Buy	34,845 +3,601	+12%	+$364K	2.56%	8
2021 Q2	$3.29M	Sell	31,244 -169	-0.5%	-$17.7K	2.48%	8
2021 Q1	$3.17M	Sell	31,413 -630	-2%	-$59.6K	2.61%	8
2020 Q4	$2.6M	Buy	+32,043	New	+$2.33M	2.34%	8

Other funds holding IJS

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

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

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

Freedman Financial Associates sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022, closing a stake of 35,737 shares — an estimated $3.68M sold.

Freedman Financial Associates first reported a position in IJS in Q4 2020 and held it in 6 quarters. The position peaked at $3.7M in Q4 2021. 792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

Freedman Financial Associates reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 35,737 iShares S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $3.68M.
Freedman Financial Associates first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares S&P Small-Cap 600 Value ETF position peaked at $3.7M in Q4 2021.
792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

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