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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-22,052	Closed	-$2.65M	–	214
2022 Q1	$2.65M	Buy	22,052 +1,040	+5%	+$122K	1.83%	9
2021 Q4	$2.57M	Sell	21,012 -450	-2%	-$53.7K	1.76%	9
2021 Q3	$2.43M	Sell	21,462 -1,700	-7%	-$197K	1.78%	9
2021 Q2	$2.66M	Hold	23,162	–	–	2.01%	9
2021 Q1	$2.53M	Sell	23,162 -725	-3%	-$75.5K	2.09%	9
2020 Q4	$2.32M	Buy	+23,887	New	+$2.15M	2.08%	9

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Freedman Financial Associates sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2022, closing a stake of 22,052 shares — an estimated $2.65M sold.

Freedman Financial Associates first reported a position in IWS in Q4 2020 and held it in 6 quarters. The position peaked at $2.66M in Q2 2021. 757 funds tracked by Wall St. Rank hold IWS as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 22,052 iShares Russell Mid-Cap Value ETF shares in Q2 2022, an estimated $2.65M.
Freedman Financial Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Russell Mid-Cap Value ETF position peaked at $2.66M in Q2 2021.
757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2022.

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