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

Freestone Capital Holdings’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$981K Sell
2,491
-193
-7% -$70.4K 0.03% 259
2026
Q1 		$842K Sell
2,684
-261
-9% -$86.8K 0.03% 261
2025
Q4 		$951K Sell
2,945
-314
-10% -$102K 0.03% 248
2025
Q3 		$1.04M Sell
3,259
-83
-2% -$25K 0.03% 244
2025
Q2 		$955K Sell
3,342
-6
-0.2% -$1.58K 0.03% 226
2025
Q1 		$856K Sell
3,348
-562
-14% -$159K 0.03% 225
2024
Q4 		$1.13M Buy
3,910
+74
+2% +$21.9K 0.04% 204
2024
Q3 		$1.09M Sell
3,836
-41
-1% -$11.2K 0.04% 205
2024
Q2 		$1.02M Sell
3,877
-273
-7% -$70.9K 0.04% 210
2024
Q1 		$1.12M Buy
4,150
+517
+14% +$132K 0.04% 196
2023
Q4 		$916K Buy
3,633
+911
+33% +$205K 0.04% 214
2023
Q3 		$610K Buy
2,722
+797
+41% +$191K 0.03% 224
2023
Q2 		$467K Buy
+1,925
New +$441K 0.02% 262
2021
Q1 		– Sell
-41
Closed -$11.8K – 750
2020
Q4 		$11.8K Hold
41
– – ﹤0.01% 822
2020
Q3 		$9.08K Buy
+41
New +$8.97K ﹤0.01% 763

Other funds holding IWO

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

Freestone Capital Holdings reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7.2% in Q2 2026, selling an estimated $70.4K and leaving 2,491 shares worth $981K. The position accounts for 0.03% of the portfolio, ranked #259.

Freestone Capital Holdings first reported a position in IWO in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.13M in Q4 2024. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Freestone Capital Holdings held 2,491 shares of iShares Russell 2000 Growth ETF worth $981K as of Q2 2026.
  • Freestone Capital Holdings sold 193 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $70.4K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Freestone Capital Holdings's portfolio in Q2 2026, its #259 holding.
  • Freestone Capital Holdings first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 15 quarters since.
  • Freestone Capital Holdings's iShares Russell 2000 Growth ETF position peaked at $1.13M in Q4 2024.
  • 726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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