SEC 13F Intelligence

Freedman Financial Associates, Inc. / IWP

Freedman Financial Associates, Inc.’s Ishares Tr Position

Does Freedman Financial Associates, Inc. own Ishares Tr (IWP)? Not currently — the last reported position was 15.7K shares worth $2M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$2M
Q1 2022
Shares
15.7K
% of Portfolio
+1.11%
Quarters Held
6
position exited

Position History IWP

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202215.7K$2M+1.11%
Q4 202115.2K$2M+1.20%
Q3 202115.2K$2M+1.24%
Q2 202115.2K$2M+1.30%
Q1 202115.3K$2M+1.29%
Q4 202015.5K$2M+1.43%

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 IWP.