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Freestone Capital Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Freestone Capital Holdings’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.12M Sell
18,701
-850
-4% -$102K 0.06% 177
2025
Q4 		$2.41M Buy
19,551
+3
+0% +$367 0.07% 165
2025
Q3 		$2.36M Buy
19,548
+3
+0% +$345 0.07% 162
2025
Q2 		$2.15M Sell
19,545
-486
-2% -$48.1K 0.07% 159
2025
Q1 		$1.86M Buy
20,031
+2
+0% +$202 0.07% 164
2024
Q4 		$2.03M Buy
20,029
+1
+0% +$100 0.07% 157
2024
Q3 		$1.92M Buy
20,028
+13,372
+201% +$1.23M 0.07% 168
2024
Q2 		$616K Sell
6,656
-397
-6% -$34.2K 0.02% 269
2024
Q1 		$596K Buy
7,053
+719
+11% +$57.8K 0.02% 280
2023
Q4 		$476K Buy
6,334
+3,131
+98% +$223K 0.02% 278
2023
Q3 		$219K Sell
3,203
-369
-10% -$26.1K 0.01% 329
2023
Q2 		$252K Hold
3,572
– – 0.01% 326
2023
Q1 		$228K Hold
3,572
– – 0.01% 323
2022
Q4 		$209K Sell
3,572
-8,388
-70% -$504K 0.01% 340
2022
Q3 		$692K Buy
11,960
+2,090
+21% +$136K 0.03% 225
2022
Q2 		$596K Sell
9,870
-2,400
-20% -$159K 0.02% 249
2022
Q1 		$937K Hold
12,270
– – 0.04% 257
2021
Q4 		$1.03M Buy
12,270
+836
+7% +$67.3K 0.04% 233
2021
Q3 		$845K Buy
11,434
+619
+6% +$47.2K 0.04% 232
2021
Q2 		$787K Hold
10,815
– – 0.04% 235
2021
Q1 		$704K Hold
10,815
– – 0.04% 243
2020
Q4 		$690K Buy
10,815
+447
+4% +$27.1K 0.04% 220
2020
Q3 		$599K Hold
10,368
– – 0.04% 218
2020
Q2 		$538 Hold
10,368
– – 0.01% 231
2020
Q1 		$428 Buy
+10,368
New +$490K 0.01% 270

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Freestone Capital Holdings's IVW Position: Q1 2026 in Review

Freestone Capital Holdings reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q1 2026, selling an estimated $102K and leaving 18,701 shares worth $2.12M. The position accounts for 0.06% of the portfolio, ranked #177.

Freestone Capital Holdings first reported a position in IVW in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.41M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Freestone Capital Holdings held 18,701 shares of iShares S&P 500 Growth ETF worth $2.12M as of Q1 2026.
  • Freestone Capital Holdings sold 850 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $102K.
  • iShares S&P 500 Growth ETF made up 0.06% of Freestone Capital Holdings's portfolio in Q1 2026, its #177 holding.
  • Freestone Capital Holdings first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Freestone Capital Holdings's iShares S&P 500 Growth ETF position peaked at $2.41M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.