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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-229,524	Closed	-$16.3M	–	209
2022 Q1	$16.3M	Buy	229,524 +9,884	+5%	+$675K	11.2%	2
2021 Q4	$16.8M	Buy	219,640 +2,760	+1%	+$205K	11.46%	2
2021 Q3	$14.9M	Buy	216,880 +9,432	+5%	+$667K	10.86%	2
2021 Q2	$14.1M	Buy	207,448 +3,664	+2%	+$236K	10.61%	2
2021 Q1	$12.4M	Buy	203,784 +6,124	+3%	+$373K	10.23%	2
2020 Q4	$11.9M	Buy	+197,660	New	+$11.3M	10.7%	2

Other funds holding IWF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Freedman Financial Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 229,524 shares — an estimated $16.3M sold.

Freedman Financial Associates first reported a position in IWF in Q4 2020 and held it in 6 quarters. The position peaked at $16.8M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 229,524 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $16.3M.
Freedman Financial Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Russell 1000 Growth ETF position peaked at $16.8M in Q4 2021.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

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