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Freedman Financial Associates’s iShares Core S&P US Value ETF IUSV Stock Holding History

Freedman Financial Associates’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-99
Closed -$8K – 202
2022
Q1 		$8K Hold
99
– – 0.01% 377
2021
Q4 		$8K Hold
99
– – 0.01% 359
2021
Q3 		$7K Hold
99
– – 0.01% 377
2021
Q2 		$7K Hold
99
– – 0.01% 376
2021
Q1 		$7K Hold
99
– – 0.01% 377
2020
Q4 		$6K Buy
+99
New +$5.8K 0.01% 384

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Freedman Financial Associates sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2022, closing a stake of 99 shares — an estimated $8K sold.

Freedman Financial Associates first reported a position in IUSV in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 484 funds tracked by Wall St. Rank hold IUSV as of Q2 2022.

  • Freedman Financial Associates reported no remaining iShares Core S&P US Value ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 99 iShares Core S&P US Value ETF shares in Q2 2022, an estimated $8K.
  • Freedman Financial Associates first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's iShares Core S&P US Value ETF position peaked at $8K in Q1 2022.
  • 484 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2022.

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