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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-14,980	Closed	-$1.89M	–	194
2022 Q1	$1.89M	Buy	14,980 +416	+3%	+$52.4K	1.3%	11
2021 Q4	$2.02M	Buy	14,564 +300	+2%	+$40.8K	1.38%	11
2021 Q3	$1.85M	Buy	14,264 +1,901	+15%	+$251K	1.36%	11
2021 Q2	$1.64M	Hold	12,363	–	–	1.24%	12
2021 Q1	$1.58M	Sell	12,363 -30	-0.2%	-$3.81K	1.31%	10
2020 Q4	$1.42M	Buy	+12,393	New	+$1.26M	1.27%	12

Other funds holding IJT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Freedman Financial Associates sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 14,980 shares — an estimated $1.89M sold.

Freedman Financial Associates first reported a position in IJT in Q4 2020 and held it in 6 quarters. The position peaked at $2.02M in Q4 2021. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Freedman Financial Associates reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 14,980 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $1.89M.
Freedman Financial Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.02M in Q4 2021.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

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