Freestone Capital Holdings’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	+492	New	+$203K	0.01%	568
2026 Q1	–	Sell	-568	Closed	-$220K	–	603
2025 Q4	$220K	Buy	568 +1	+0.2%	+$384	0.01%	496
2025 Q3	$215K	Buy	+567	New	+$207K	0.01%	496
2021 Q1	–	Sell	-124	Closed	-$27.7K	–	751
2020 Q4	$27.7K	Hold	124	–	–	﹤0.01%	681
2020 Q3	$24.3K	Buy	+124	New	+$24K	﹤0.01%	614

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Freestone Capital Holdings opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 492 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in IWV as recently as Q4 2025.

Freestone Capital Holdings first reported a position in IWV in Q3 2020 and has held it in 5 quarters since. The position peaked at $220K in Q4 2025. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Freestone Capital Holdings held 492 shares of iShares Russell 3000 ETF worth $210K as of Q2 2026.
iShares Russell 3000 ETF was a new Freestone Capital Holdings position in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #568 holding.
Freestone Capital Holdings first reported a position in iShares Russell 3000 ETF in Q3 2020 and has held it in 5 quarters since.
Freestone Capital Holdings's iShares Russell 3000 ETF position peaked at $220K in Q4 2025.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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