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Freedman Financial Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Freedman Financial Associates’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,368
Closed -$187K – 213
2022
Q1 		$187K Hold
2,368
– – 0.13% 80
2021
Q4 		$197K Hold
2,368
– – 0.13% 77
2021
Q3 		$185K Sell
2,368
-200
-8% -$16K 0.14% 74
2021
Q2 		$203K Sell
2,568
-389
-13% -$30.2K 0.15% 65
2021
Q1 		$219K Hold
2,957
– – 0.18% 54
2020
Q4 		$203K Buy
+2,957
New +$188K 0.18% 56

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Freedman Financial Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 2,368 shares — an estimated $187K sold.

Freedman Financial Associates first reported a position in IWR in Q4 2020 and held it in 6 quarters. The position peaked at $219K in Q1 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

  • Freedman Financial Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 2,368 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $187K.
  • Freedman Financial Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's iShares Russell Mid-Cap ETF position peaked at $219K in Q1 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

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