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Frazier Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Frazier Financial Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49K Sell
17
-123
-88% -$16.9K ﹤0.01% 530
2026
Q1 		$17.4K Buy
140
+124
+775% +$15.8K 0.01% 340
2025
Q4 		$1.92K Hold
16
– – ﹤0.01% 553
2025
Q3 		$1.9K Sell
16
-131
-89% -$15.1K ﹤0.01% 518
2025
Q2 		$16K Buy
147
+30
+26% +$3.1K 0.01% 291
2025
Q1 		$12.2K Hold
117
– – 0.01% 301
2024
Q4 		$13.4K Buy
117
+116
+11,600% +$13.9K 0.01% 295
2024
Q3 		$95 Hold
1
– – ﹤0.01% 806
2024
Q2 		$87 Sell
1
-57
-98% -$6.1K ﹤0.01% 947
2024
Q1 		$6.39K Hold
58
– – 0.01% 533
2023
Q4 		$6.24K Buy
+58
New +$5.59K 0.01% 451

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Frazier Financial Advisors's IJR Position: Q2 2026 in Review

Frazier Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 88% in Q2 2026, selling an estimated $16.9K and leaving 17 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Frazier Financial Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.4K in Q1 2026. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Frazier Financial Advisors held 17 shares of iShares Core S&P Small-Cap ETF worth $2.49K as of Q2 2026.
  • Frazier Financial Advisors sold 123 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.9K.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #530 holding.
  • Frazier Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $17.4K in Q1 2026.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.