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IYW icon

Freestone Capital Holdings’s iShares US Technology ETF IYW Stock Holding History

Freestone Capital Holdings’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Buy
8,379
+119
+1% +$27.3K 0.05% 195
2026
Q1 		$1.5M Buy
8,260
+2
+0% +$386 0.05% 204
2025
Q4 		$1.65M Buy
8,258
+1
+0% +$200 0.05% 192
2025
Q3 		$1.62M Sell
8,257
-3,222
-28% -$589K 0.05% 199
2025
Q2 		$1.99M Buy
11,479
+4
+0% +$606 0.07% 167
2025
Q1 		$1.61M Buy
11,475
+1,005
+10% +$157K 0.06% 177
2024
Q4 		$1.67M Buy
10,470
+3
+0% +$475 0.06% 174
2024
Q3 		$1.59M Buy
10,467
+2,412
+30% +$355K 0.05% 179
2024
Q2 		$1.21M Buy
8,055
+5
+0.1% +$691 0.04% 194
2024
Q1 		$1.09M Buy
8,050
+4
+0% +$521 0.04% 202
2023
Q4 		$988K Buy
8,046
+10
+0.1% +$1.13K 0.04% 207
2023
Q3 		$843K Hold
8,036
– – 0.04% 194
2023
Q2 		$875K Buy
8,036
+4
+0% +$393 0.04% 205
2023
Q1 		$745K Buy
8,032
+8
+0.1% +$671 0.03% 221
2022
Q4 		$598K Sell
8,024
-31
-0.4% -$2.37K 0.03% 234
2022
Q3 		$591K Hold
8,055
– – 0.03% 232
2022
Q2 		$644K Buy
8,055
+7
+0.1% +$620 0.02% 239
2022
Q1 		$829K Sell
8,048
-1,536
-16% -$157K 0.03% 270
2021
Q4 		$1.1M Sell
9,584
-181
-2% -$20.1K 0.05% 224
2021
Q3 		$989K Buy
9,765
+313
+3% +$32.7K 0.05% 222
2021
Q2 		$940K Buy
9,452
+16
+0.2% +$1.49K 0.05% 219
2021
Q1 		$828K Hold
9,436
– – 0.05% 221
2020
Q4 		$803K Buy
9,436
+3,176
+51% +$254K 0.05% 208
2020
Q3 		$471K Sell
6,260
-128
-2% -$9.35K 0.03% 233
2020
Q2 		$431 Buy
6,388
+856
+15% +$51.7K 0.01% 245
2020
Q1 		$283 Buy
5,532
+1,400
+34% +$81.1K 0.01% 311
2019
Q4 		$240 Hold
4,132
– – 0.01% 367
2019
Q3 		$211 Hold
4,132
– – 0.01% 359
2019
Q2 		$204 Buy
+4,132
New +$202K 0.01% 340

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Freestone Capital Holdings increased its iShares US Technology ETF (IYW) stake by 1.4% in Q2 2026, buying an estimated $27.3K and bringing the position to 8,379 shares worth $2.11M. The position accounts for 0.05% of the portfolio, ranked #195.

Freestone Capital Holdings first reported a position in IYW in Q2 2019 and has held it in 29 quarters since. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Freestone Capital Holdings held 8,379 shares of iShares US Technology ETF worth $2.11M as of Q2 2026.
  • Freestone Capital Holdings bought 119 iShares US Technology ETF shares in Q2 2026, an estimated $27.3K.
  • iShares US Technology ETF made up 0.05% of Freestone Capital Holdings's portfolio in Q2 2026, its #195 holding.
  • Freestone Capital Holdings first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 29 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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