Freestone Capital Holdings’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
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|
2025
Q1 | $3.7M | Buy |
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|
2024
Q4 | $3.68M | Buy |
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|
2024
Q3 | $3.58M | Sell |
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|
2024
Q2 | $3.41M | Buy |
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|
2024
Q1 | $3.28M | Sell |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $1.89M | Hold |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.7M | Hold |
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|
2022
Q3 | $1.59M | Sell |
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|
2022
Q2 | $1.72M | Buy |
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|
2022
Q1 | $2.05M | Hold |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $853K | Hold |
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|
2021
Q2 | $854K | Sell |
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|
2021
Q1 | $797K | Buy |
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|
2020
Q4 | $718K | Hold |
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|
2020
Q3 | $634K | Hold |
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|
2020
Q2 | $582 | Sell |
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|
2020
Q1 | $607 | Hold |
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|
2019
Q4 | $765 | Buy |
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|
2019
Q3 | $705 | Hold |
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|
2019
Q2 | $698 | Buy |
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|
2019
Q1 | $533K | Sell |
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|
2018
Q4 | $560K | Buy |
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|
2018
Q3 | $548K | Hold |
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|
2018
Q2 | $515K | Hold |
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|
2018
Q1 | $498K | Hold |
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|
2017
Q4 | $504K | Hold |
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|
2017
Q3 | $474K | Hold |
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|
2017
Q2 | $459K | Hold |
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|
2017
Q1 | $445K | Hold |
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|
2016
Q4 | $422K | Hold |
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|
2016
Q3 | $408K | Hold |
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|
2016
Q2 | $396K | Hold |
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|
2016
Q1 | $387K | Hold |
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|
2015
Q4 | $384K | Hold |
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|
2015
Q3 | $363K | Buy |
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