SEC 13F Intelligence

Freedman Financial Associates, Inc. / IJS

Freedman Financial Associates, Inc.’s Ishares Tr Position

Does Freedman Financial Associates, Inc. own Ishares Tr (IJS)? Not currently — the last reported position was 35.7K shares worth $4M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$4M
Q1 2022
Shares
35.7K
% of Portfolio
+2.54%
Quarters Held
6
position exited

Position History IJS

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ1 ’21Q2 ’21: $3MQ2 ’21Q3 ’21: $4MQ3 ’21Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202235.7K$4M+2.54%
Q4 202135.4K$4M+2.53%
Q3 202134.8K$4M+2.56%
Q2 202131.2K$3M+2.48%
Q1 202131.4K$3M+2.61%
Q4 202032.0K$3M+2.34%

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 IJS.