Freestone Capital Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Freestone Capital Holdings’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.79M	Sell	39,524 -2,868	-7%	-$395K	0.15%	92
2026 Q1	$5.43M	Sell	42,392 -3,929	-8%	-$532K	0.16%	89
2025 Q4	$6.34M	Sell	46,321 -6,541	-12%	-$914K	0.19%	83
2025 Q3	$7.53M	Sell	52,862 -2,229	-4%	-$315K	0.23%	71
2025 Q2	$7.64M	Sell	55,091 -600	-1%	-$75.9K	0.26%	67
2025 Q1	$6.54M	Sell	55,691 -10,335	-16%	-$1.33M	0.24%	71
2024 Q4	$8.37M	Buy	66,026 +1,003	+2%	+$128K	0.29%	60
2024 Q3	$7.63M	Sell	65,023 -630	-1%	-$70.4K	0.26%	65
2024 Q2	$7.24M	Sell	65,653 -4,850	-7%	-$533K	0.26%	65
2024 Q1	$8.05M	Buy	70,503 +6,232	+10%	+$674K	0.3%	62
2023 Q4	$6.71M	Buy	64,271 +15,655	+32%	+$1.48M	0.3%	64
2023 Q3	$4.44M	Buy	48,616 +13,109	+37%	+$1.25M	0.24%	75
2023 Q2	$3.43M	Buy	35,507 +22,980	+183%	+$2.09M	0.14%	108
2023 Q1	$1.14M	Buy	12,527 +5,178	+70%	+$462K	0.05%	181
2022 Q4	$614K	Hold	7,349	–	–	0.03%	229
2022 Q3	$576K	Sell	7,349 -1,298	-15%	-$112K	0.03%	234
2022 Q2	$685K	Sell	8,647 -1,206	-12%	-$105K	0.03%	237
2022 Q1	$990K	Buy	9,853 +936	+10%	+$93.2K	0.04%	249
2021 Q4	$1.03M	Sell	8,917 -20	-0.2%	-$2.33K	0.04%	234
2021 Q3	$1M	Buy	8,937 +20	+0.2%	+$2.3K	0.05%	220
2021 Q2	$1.01M	Hold	8,917	–	–	0.05%	213
2021 Q1	$910K	Sell	8,917 -2,186	-20%	-$229K	0.05%	212
2020 Q4	$1.14M	Sell	11,103 -995	-8%	-$94.7K	0.07%	188
2020 Q3	$1.05M	Hold	12,098	–	–	0.07%	187
2020 Q2	$956K	Hold	12,098	–	–	0.01%	199
2020 Q1	$736K	Sell	12,098 -2,392	-17%	-$174K	0.02%	215
2019 Q4	$1.1M	Buy	14,490 +1,292	+10%	+$94.7K	0.02%	247
2019 Q3	$933K	Buy	13,198 +894	+7%	+$64.2K	0.02%	264
2019 Q2	$877K	Hold	12,304	–	–	0.02%	247
2019 Q1	$835K	Sell	12,304 -298	-2%	-$19.1K	0.05%	235
2018 Q4	$717K	Buy	12,602 +298	+2%	+$18.1K	0.05%	246
2018 Q3	$834K	Buy	+12,304	New	+$818K	0.01%	244

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Freestone Capital Holdings reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.8% in Q2 2026, selling an estimated $395K and leaving 39,524 shares worth $5.79M. The position accounts for 0.15% of the portfolio, ranked #92.

Freestone Capital Holdings first reported a position in IWP in Q3 2018 and has held it in 32 quarters since. The position peaked at $8.37M in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Freestone Capital Holdings held 39,524 shares of iShares Russell Mid-Cap Growth ETF worth $5.79M as of Q2 2026.
Freestone Capital Holdings sold 2,868 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $395K.
iShares Russell Mid-Cap Growth ETF made up 0.15% of Freestone Capital Holdings's portfolio in Q2 2026, its #92 holding.
Freestone Capital Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 32 quarters since.
Freestone Capital Holdings's iShares Russell Mid-Cap Growth ETF position peaked at $8.37M in Q4 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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