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Freestone Capital Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

Freestone Capital Holdings’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.11M Sell
16,559
-572
-3% -$148K 0.12% 117
2025
Q4 		$4.22M Buy
17,131
+63
+0.4% +$15.5K 0.12% 115
2025
Q3 		$4.13M Buy
17,068
+856
+5% +$196K 0.13% 119
2025
Q2 		$3.5M Sell
16,212
-1,296
-7% -$261K 0.12% 122
2025
Q1 		$3.49M Buy
17,508
+1,177
+7% +$255K 0.13% 118
2024
Q4 		$3.61M Sell
16,331
-97
-0.6% -$22.1K 0.12% 114
2024
Q3 		$3.63M Sell
16,428
-694
-4% -$149K 0.12% 119
2024
Q2 		$3.47M Buy
17,122
+1,786
+12% +$361K 0.12% 114
2024
Q1 		$3.23M Buy
15,336
+246
+2% +$49.1K 0.12% 121
2023
Q4 		$3.03M Buy
15,090
+203
+1% +$36.4K 0.14% 119
2023
Q3 		$2.63M Sell
14,887
-4,605
-24% -$865K 0.14% 121
2023
Q2 		$3.65M Sell
19,492
-571
-3% -$102K 0.15% 101
2023
Q1 		$3.58M Buy
20,063
+320
+2% +$58.9K 0.16% 96
2022
Q4 		$3.44M Buy
19,743
+2,859
+17% +$508K 0.16% 102
2022
Q3 		$2.79M Buy
16,884
+776
+5% +$142K 0.13% 114
2022
Q2 		$2.73M Sell
16,108
-1,881
-10% -$347K 0.1% 137
2022
Q1 		$3.69M Sell
17,989
-800
-4% -$163K 0.15% 136
2021
Q4 		$4.18M Buy
18,789
+6,992
+59% +$1.58M 0.18% 120
2021
Q3 		$2.58M Buy
11,797
+65
+0.6% +$14.4K 0.13% 154
2021
Q2 		$2.69M Buy
11,732
+651
+6% +$146K 0.14% 157
2021
Q1 		$2.45M Buy
11,081
+10
+0.1% +$2.18K 0.13% 155
2020
Q4 		$2.17M Buy
11,071
+4,321
+64% +$756K 0.13% 154
2020
Q3 		$1.01M Sell
6,750
-151
-2% -$22.7K 0.07% 189
2020
Q2 		$988 Sell
6,901
-489
-7% -$64.2K 0.01% 198
2020
Q1 		$846 Sell
7,390
-650
-8% -$96.9K 0.02% 208
2019
Q4 		$1.33K Buy
8,040
+962
+14% +$152K 0.03% 228
2019
Q3 		$1.07K Buy
7,078
+1,066
+18% +$163K 0.03% 253
2019
Q2 		$935 Sell
6,012
-63
-1% -$9.71K 0.02% 241
2019
Q1 		$930K Sell
6,075
-48,666
-89% -$7.31M 0.06% 229
2018
Q4 		$7.33M Sell
54,741
-7,340
-12% -$1.1M 0.5% 55
2018
Q3 		$10.5M Sell
62,081
-3,310
-5% -$559K 0.07% 48
2018
Q2 		$10.7M Sell
65,391
-1,361
-2% -$218K 0.07% 49
2018
Q1 		$10.1M Buy
66,752
+1,119
+2% +$173K 0.59% 48
2017
Q4 		$10M Buy
65,633
+3,796
+6% +$570K 0.69% 38
2017
Q3 		$9.16M Buy
61,837
+3,690
+6% +$519K 0.65% 44
2017
Q2 		$8.19M Buy
58,147
+29
+0% +$4.01K 0.64% 40
2017
Q1 		$7.99M Sell
58,118
-19,633
-25% -$2.68M 0.62% 35
2016
Q4 		$10.5M Buy
77,751
+2,842
+4% +$363K 0.9% 28
2016
Q3 		$9.3M Buy
74,909
+1,702
+2% +$207K 0.85% 31
2016
Q2 		$8.42M Buy
73,207
+37,863
+107% +$4.27M 0.82% 32
2016
Q1 		$3.91M Buy
35,344
+2,590
+8% +$268K 0.41% 40
2015
Q4 		$3.69M Buy
32,754
+6,464
+25% +$746K 0.38% 42
2015
Q3 		$2.87M Buy
+26,290
New +$3.12M 0.31% 52
2014
Q3 		– Sell
-2,700
Closed -$321K – 157
2014
Q2 		$321K Buy
+2,700
New +$307K 0.05% 157
2013
Q4 		– Sell
-7,500
Closed -$626K – 340
2013
Q3 		$626K Buy
+7,500
New +$776K 0.11% 189

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Freestone Capital Holdings reduced its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q1 2026, selling an estimated $148K and leaving 16,559 shares worth $4.11M. The position accounts for 0.12% of the portfolio, ranked #117.

Freestone Capital Holdings first reported a position in IWM in Q3 2013 and has held it in 45 quarters since. The position peaked at $10.7M in Q2 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Freestone Capital Holdings held 16,559 shares of iShares Russell 2000 ETF worth $4.11M as of Q1 2026.
  • Freestone Capital Holdings sold 572 iShares Russell 2000 ETF shares in Q1 2026, an estimated $148K.
  • iShares Russell 2000 ETF made up 0.12% of Freestone Capital Holdings's portfolio in Q1 2026, its #117 holding.
  • Freestone Capital Holdings first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 45 quarters since.
  • Freestone Capital Holdings's iShares Russell 2000 ETF position peaked at $10.7M in Q2 2018.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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