Freedman Financial Associates’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,210	Closed	-$1.32M	–	207
2022 Q1	$1.32M	Hold	5,210	–	–	0.91%	16
2021 Q4	$1.38M	Hold	5,210	–	–	0.94%	15
2021 Q3	$1.26M	Hold	5,210	–	–	0.92%	17
2021 Q2	$1.26M	Hold	5,210	–	–	0.95%	17
2021 Q1	$1.17M	Buy	5,210 +126	+2%	+$27.6K	0.96%	17
2020 Q4	$1.08M	Buy	+5,084	New	+$1.01M	0.97%	16

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

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

Freedman Financial Associates sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 5,210 shares — an estimated $1.32M sold.

Freedman Financial Associates first reported a position in IWB in Q4 2020 and held it in 6 quarters. The position peaked at $1.38M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 5,210 iShares Russell 1000 ETF shares in Q2 2022, an estimated $1.32M.
Freedman Financial Associates first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Russell 1000 ETF position peaked at $1.38M in Q4 2021.
1,019 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

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