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 Q3	–	Sell	-800	Closed	-$240K	–	598
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Freestone Capital Holdings's IWM Position: Q3 2026 in Review

Freestone Capital Holdings increased its iShares Russell 2000 ETF (IWM) stake by 27% in Q3 2026, buying an estimated $1.57M and bringing the position to 25,286 shares worth $7.03M. The position accounts for 0.19% of the portfolio, ranked #81.

Freestone Capital Holdings first reported a position in IWM in Q3 2013 and has held it in 47 quarters since. The position peaked at $10.7M in Q2 2018. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Freestone Capital Holdings held 25,286 shares of iShares Russell 2000 ETF worth $7.03M as of Q3 2026.
Freestone Capital Holdings bought 5,339 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.57M.
iShares Russell 2000 ETF made up 0.19% of Freestone Capital Holdings's portfolio in Q3 2026, its #81 holding.
Freestone Capital Holdings first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 47 quarters since.
Freestone Capital Holdings's iShares Russell 2000 ETF position peaked at $10.7M in Q2 2018.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.