FCH
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Freestone Capital Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Freestone Capital Holdings’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$661K Sell
5,996
-955
-14% -$100K 0.02% 329
2026
Q1 		$676K Buy
6,951
+2
+0% +$200 0.02% 299
2025
Q4 		$669K Buy
6,949
+940
+16% +$90.4K 0.02% 296
2025
Q3 		$580K Buy
6,009
+297
+5% +$28.2K 0.02% 311
2025
Q2 		$525K Buy
5,712
+598
+12% +$51.7K 0.02% 289
2025
Q1 		$435K Buy
5,114
+137
+3% +$12.2K 0.02% 300
2024
Q4 		$440K Sell
4,977
-998
-17% -$90.6K 0.02% 301
2024
Q3 		$527K Hold
5,975
– – 0.02% 284
2024
Q2 		$484K Buy
5,975
+319
+6% +$26K 0.02% 305
2024
Q1 		$476K Buy
5,656
+339
+6% +$26.9K 0.02% 306
2023
Q4 		$413K Sell
5,317
-1,166
-18% -$82.8K 0.02% 291
2023
Q3 		$449K Buy
6,483
+3,625
+127% +$264K 0.02% 252
2023
Q2 		$209K Buy
+2,858
New +$199K 0.01% 355
2023
Q1 		– Sell
-3,602
Closed -$243K – 390
2022
Q4 		$243K Hold
3,602
– – 0.01% 317
2022
Q3 		$224K Sell
3,602
-1,457
-29% -$100K 0.01% 329
2022
Q2 		$327K Sell
5,059
-133
-3% -$9.47K 0.01% 329
2022
Q1 		$405K Buy
5,192
+750
+17% +$57.7K 0.02% 400
2021
Q4 		$369K Buy
4,442
+302
+7% +$24.8K 0.02% 361
2021
Q3 		$324K Hold
4,140
– – 0.02% 335
2021
Q2 		$328K Buy
4,140
+510
+14% +$39.6K 0.02% 325
2021
Q1 		$268K Buy
3,630
+330
+10% +$23.9K 0.01% 344
2020
Q4 		$226K Hold
3,300
– – 0.01% 332
2020
Q3 		$189K Buy
+3,300
New +$188K 0.01% 327
2020
Q1 		– Sell
-6,744
Closed -$402 – 402
2019
Q4 		$402 Buy
+6,744
New +$387K 0.01% 330

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Freestone Capital Holdings reduced its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q2 2026, selling an estimated $100K and leaving 5,996 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #329.

Freestone Capital Holdings first reported a position in IWR in Q4 2019 and has held it in 24 quarters since. The position peaked at $676K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Freestone Capital Holdings held 5,996 shares of iShares Russell Mid-Cap ETF worth $661K as of Q2 2026.
  • Freestone Capital Holdings sold 955 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $100K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #329 holding.
  • Freestone Capital Holdings first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • Freestone Capital Holdings's iShares Russell Mid-Cap ETF position peaked at $676K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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