SEC 13F Intelligence

Freedman Financial Associates, Inc. / IWS

Freedman Financial Associates, Inc.’s Ishares Tr Position

Does Freedman Financial Associates, Inc. own Ishares Tr (IWS)? Not currently — the last reported position was 22.1K shares worth $3M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$3M
Q1 2022
Shares
22.1K
% of Portfolio
+1.83%
Quarters Held
6
position exited

Position History IWS

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $3MQ1 ’21Q2 ’21: $3MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202222.1K$3M+1.83%
Q4 202121.0K$3M+1.76%
Q3 202121.5K$2M+1.78%
Q2 202123.2K$3M+2.01%
Q1 202123.2K$3M+2.09%
Q4 202023.9K$2M+2.08%

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 IWS.