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 Q2	$240K	Sell	800 -800	-50%	-$225K	0.01%	532
2026 Q1	$397K	Buy	+1,600	New	+$413K	0.01%	379
2014 Q2	–	Sell	-3,800	Closed	-$442K	–	234
2014 Q1	$442K	Buy	+3,800	New	+$438K	0.08%	136
2013 Q4	–	Sell	-14,200	Closed	-$1.51M	–	341
2013 Q3	$1.51M	Buy	+14,200	New	+$1.47M	0.27%	67

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Freestone Capital Holdings's IWM Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q2 2026, buying an estimated $952K and bringing the position to 19,947 shares worth $5.99M. The position accounts for 0.16% of the portfolio, ranked #90.

Freestone Capital Holdings first reported a position in IWM in Q3 2013 and has held it in 46 quarters since. The position peaked at $10.7M in Q2 2018. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Freestone Capital Holdings held 19,947 shares of iShares Russell 2000 ETF worth $5.99M as of Q2 2026.
Freestone Capital Holdings bought 3,388 iShares Russell 2000 ETF shares in Q2 2026, an estimated $952K.
iShares Russell 2000 ETF made up 0.16% of Freestone Capital Holdings's portfolio in Q2 2026, its #90 holding.
Freestone Capital Holdings first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 46 quarters since.
Freestone Capital Holdings's iShares Russell 2000 ETF position peaked at $10.7M in Q2 2018.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.