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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 		$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
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.