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Freestone Capital Holdings’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Freestone Capital Holdings’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18M Sell
168,776
-9,400
-5% -$1.07M 0.55% 32
2025
Q4 		$21.1M Sell
178,176
-15,628
-8% -$1.85M 0.62% 31
2025
Q3 		$22.7M Sell
193,804
-7,548
-4% -$840K 0.7% 21
2025
Q2 		$21.4M Sell
201,352
-1,892
-0.9% -$181K 0.72% 23
2025
Q1 		$18.3M Sell
203,244
-24,956
-11% -$2.46M 0.68% 23
2024
Q4 		$22.9M Buy
228,200
+2,636
+1% +$259K 0.79% 20
2024
Q3 		$21.2M Sell
225,564
-2,268
-1% -$206K 0.73% 22
2024
Q2 		$20.8M Sell
227,832
-13,500
-6% -$1.15M 0.74% 22
2024
Q1 		$20.3M Buy
241,332
+15,592
+7% +$1.26M 0.76% 21
2023
Q4 		$17.1M Buy
225,740
+37,988
+20% +$2.69M 0.77% 22
2023
Q3 		$12.5M Buy
187,752
+18,824
+11% +$1.3M 0.66% 29
2023
Q2 		$11.6M Buy
168,928
+58,472
+53% +$3.72M 0.47% 38
2023
Q1 		$6.75M Buy
110,456
+9,552
+9% +$550K 0.3% 58
2022
Q4 		$5.4M Buy
100,904
+228
+0.2% +$12.5K 0.25% 68
2022
Q3 		$5.3M Sell
100,676
-936
-0.9% -$55K 0.24% 65
2022
Q2 		$5.56M Buy
101,612
+272
+0.3% +$16.3K 0.21% 76
2022
Q1 		$7.03M Sell
101,340
-7,156
-7% -$489K 0.28% 79
2021
Q4 		$8.29M Buy
108,496
+76,788
+242% +$5.69M 0.35% 64
2021
Q3 		$2.17M Sell
31,708
-360
-1% -$25.5K 0.11% 166
2021
Q2 		$2.18M Buy
32,068
+428
+1% +$27.6K 0.11% 168
2021
Q1 		$1.92M Sell
31,640
-92
-0.3% -$5.6K 0.1% 169
2020
Q4 		$1.91M Buy
31,732
+12,368
+64% +$704K 0.11% 162
2020
Q3 		$1.05M Sell
19,364
-80
-0.4% -$4.21K 0.07% 185
2020
Q2 		$933 Buy
19,444
+796
+4% +$35.1K 0.01% 201
2020
Q1 		$702 Sell
18,648
-15,472
-45% -$667K 0.02% 218
2019
Q4 		$1.5K Buy
34,120
+15,604
+84% +$651K 0.03% 211
2019
Q3 		$739 Buy
18,516
+4,072
+28% +$163K 0.02% 285
2019
Q2 		$568 Hold
14,444
– – 0.01% 281
2019
Q1 		$546K Sell
14,444
-117,180
-89% -$4.21M 0.03% 274
2018
Q4 		$3.05M Buy
131,624
+117,748
+849% +$4.15M 0.21% 125
2018
Q3 		$541K Buy
13,876
+2,316
+20% +$87.7K ﹤0.01% 276
2018
Q2 		$416K Buy
11,560
+1,376
+14% +$48.6K ﹤0.01% 291
2018
Q1 		$346K Sell
10,184
-2,680
-21% -$93.9K 0.02% 297
2017
Q4 		$433K Hold
12,864
– – 0.03% 279
2017
Q3 		$402K Hold
12,864
– – 0.03% 277
2017
Q2 		$383K Sell
12,864
-700
-5% -$20.5K 0.03% 277
2017
Q1 		$386K Hold
13,564
– – 0.03% 297
2016
Q4 		$356K Hold
13,564
– – 0.03% 290
2016
Q3 		$353K Hold
13,564
– – 0.03% 293
2016
Q2 		$340K Sell
13,564
-1,144
-8% -$28.6K 0.03% 279
2016
Q1 		$367K Hold
14,708
– – 0.04% 273
2015
Q4 		$366K Hold
14,708
– – 0.04% 284
2015
Q3 		$342K Buy
+14,708
New +$362K 0.04% 277

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Freestone Capital Holdings reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.3% in Q1 2026, selling an estimated $1.07M and leaving 168,776 shares worth $18M. The position accounts for 0.55% of the portfolio, ranked #32.

Freestone Capital Holdings first reported a position in IWF in Q3 2015 and has held it in 43 quarters since. The position peaked at $22.9M in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Freestone Capital Holdings held 168,776 shares of iShares Russell 1000 Growth ETF worth $18M as of Q1 2026.
  • Freestone Capital Holdings sold 9,400 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.07M.
  • iShares Russell 1000 Growth ETF made up 0.55% of Freestone Capital Holdings's portfolio in Q1 2026, its #32 holding.
  • Freestone Capital Holdings first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and has held it in 43 quarters since.
  • Freestone Capital Holdings's iShares Russell 1000 Growth ETF position peaked at $22.9M in Q4 2024.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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