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Freedman Financial Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Freedman Financial Associates’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-49
Closed -$13K – 215
2022
Q1 		$13K Hold
49
– – 0.01% 331
2021
Q4 		$14K Hold
49
– – 0.01% 311
2021
Q3 		$12K Hold
49
– – 0.01% 332
2021
Q2 		$13K Hold
49
– – 0.01% 322
2021
Q1 		$12K Hold
49
– – 0.01% 335
2020
Q4 		$11K Buy
+49
New +$10.3K 0.01% 345

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Freedman Financial Associates sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 49 shares — an estimated $13K sold.

Freedman Financial Associates first reported a position in IWV in Q4 2020 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

  • Freedman Financial Associates reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 49 iShares Russell 3000 ETF shares in Q2 2022, an estimated $13K.
  • Freedman Financial Associates first reported a position in iShares Russell 3000 ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's iShares Russell 3000 ETF position peaked at $14K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

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