Freedman Financial Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,775	Closed	-$902K	–	204
2022 Q1	$902K	Buy	5,775 +250	+5%	+$38.5K	0.62%	24
2021 Q4	$865K	Sell	5,525 -160	-3%	-$24.3K	0.59%	25
2021 Q3	$827K	Sell	5,685 -950	-14%	-$142K	0.6%	24
2021 Q2	$980K	Buy	6,635 +1,210	+22%	+$178K	0.74%	22
2021 Q1	$766K	Hold	5,425	–	–	0.63%	24
2020 Q4	$695K	Buy	+5,425	New	+$656K	0.62%	24

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

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

Freedman Financial Associates sold out of iShares S&P 500 Value ETF (IVE) in Q2 2022, closing a stake of 5,775 shares — an estimated $902K sold.

Freedman Financial Associates first reported a position in IVE in Q4 2020 and held it in 6 quarters. The position peaked at $980K in Q2 2021. 1,061 funds tracked by Wall St. Rank hold IVE as of Q2 2022.

Freedman Financial Associates reported no remaining iShares S&P 500 Value ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 5,775 iShares S&P 500 Value ETF shares in Q2 2022, an estimated $902K.
Freedman Financial Associates first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares S&P 500 Value ETF position peaked at $980K in Q2 2021.
1,061 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2022.

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