SEC 13F Intelligence

Freedman Financial Associates, Inc. / IJR

Freedman Financial Associates, Inc.’s Ishares Tr Position

Does Freedman Financial Associates, Inc. own Ishares Tr (IJR)? Not currently — the last reported position was 38.8K shares worth $4M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$4M
Q1 2022
Shares
38.8K
% of Portfolio
+2.90%
Quarters Held
6
position exited

Position History IJR

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $4MQ1 ’21Q2 ’21: $4MQ2 ’21Q3 ’21: $4MQ3 ’21Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202238.8K$4M+2.90%
Q4 202138.8K$4M+3.03%
Q3 202138.8K$4M+3.09%
Q2 202138.1K$4M+3.25%
Q1 202139.0K$4M+3.49%
Q4 202039.1K$4M+3.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Freedman Financial Associates, Inc.’s full portfolio or all institutional holders of IJR.