Freedman Financial Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-620	Closed	-$63K	–	201
2022 Q1	$63K	Hold	620	–	–	0.04%	170
2021 Q4	$66K	Hold	620	–	–	0.05%	165
2021 Q3	$61K	Hold	620	–	–	0.04%	171
2021 Q2	$61K	Hold	620	–	–	0.05%	169
2021 Q1	$57K	Hold	620	–	–	0.05%	175
2020 Q4	$53K	Buy	+620	New	+$50.2K	0.05%	174

Other funds holding ITOT

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Freedman Financial Associates sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 620 shares — an estimated $63K sold.

Freedman Financial Associates first reported a position in ITOT in Q4 2020 and held it in 6 quarters. The position peaked at $66K in Q4 2021. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 620 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $63K.
Freedman Financial Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Core S&P Total US Stock Market ETF position peaked at $66K in Q4 2021.
992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

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