Freestone Capital Holdings’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Hold |
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|
2025
Q2 | $343K | Buy |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $433K | Buy |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $1.33M | Hold |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $180K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $229K | Hold |
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|
2018
Q4 | $206K | Hold |
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|
2018
Q3 | $255K | Hold |
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|
2018
Q2 | $252K | Hold |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $15.3M | Buy |
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|
2017
Q3 | $238K | Hold |
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|
2017
Q2 | $228K | Hold |
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|
2017
Q1 | $226K | Hold |
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|
2016
Q4 | $228K | Hold |
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|
2016
Q3 | $200K | Buy |
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