SEC 13F Intelligence

Freedman Financial Associates, Inc. / IWF

Freedman Financial Associates, Inc.’s Ishares Tr Position

Does Freedman Financial Associates, Inc. own Ishares Tr (IWF)? Not currently — the last reported position was 57.4K shares worth $16M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$16M
Q1 2022
Shares
57.4K
% of Portfolio
+11.20%
Quarters Held
6
position exited

Position History IWF

Reported value by quarter
Q4 ’20: $12MQ4 ’20Q1 ’21: $12MQ1 ’21Q2 ’21: $14MQ2 ’21Q3 ’21: $15MQ3 ’21Q4 ’21: $17MQ4 ’21Q1 ’22: $16MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202257.4K$16M+11.20%
Q4 202154.9K$17M+11.46%
Q3 202154.2K$15M+10.86%
Q2 202151.9K$14M+10.61%
Q1 202150.9K$12M+10.23%
Q4 202049.4K$12M+10.70%

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 IWF.