Freestone Capital Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $580K | Buy |
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|
2025
Q2 | $525K | Buy |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $440K | Sell |
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|
2024
Q3 | $527K | Hold |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $449K | Buy |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $268K | Buy |
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|
2020
Q4 | $226K | Hold |
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|
2020
Q3 | $189K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $402 | Buy |
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