Frazier Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Frazier Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.06M	Buy	1,618 +665	+70%	+$454K	0.59%	20
2025 Q4	$653K	Hold	953	–	–	0.39%	27
2025 Q3	$638K	Sell	953 -38	-4%	-$24.5K	0.39%	26
2025 Q2	$615K	Sell	991 -29	-3%	-$16.7K	0.43%	28
2025 Q1	$573K	Buy	1,020 +104	+11%	+$61.4K	0.44%	25
2024 Q4	$541K	Buy	916 +334	+57%	+$198K	0.43%	24
2024 Q3	$335K	Buy	582 +21	+4%	+$11.7K	0.26%	39
2024 Q2	$307K	Buy	561 +3	+0.5%	+$1.58K	0.24%	42
2024 Q1	$293K	Buy	558 +25	+5%	+$12.5K	0.24%	41
2023 Q4	$254K	Buy	+533	New	+$239K	0.22%	42

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Frazier Financial Advisors's IVV Position: Q1 2026 in Review

Frazier Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 70% in Q1 2026, buying an estimated $454K and bringing the position to 1,618 shares worth $1.06M. The position accounts for 0.59% of the portfolio, ranked #20.

Frazier Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Frazier Financial Advisors held 1,618 shares of iShares Core S&P 500 ETF worth $1.06M as of Q1 2026.
Frazier Financial Advisors bought 665 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $454K.
iShares Core S&P 500 ETF made up 0.59% of Frazier Financial Advisors's portfolio in Q1 2026, its #20 holding.
Frazier Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.