Frazier Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$140K	Buy	1,240 +480	+63%	+$57.7K	0.08%	90
2025 Q4	$93.6K	Sell	760 -83	-10%	-$10.2K	0.06%	113
2025 Q3	$102K	Buy	843 +86	+11%	+$9.89K	0.06%	98
2025 Q2	$83.4K	Buy	757 +1	+0.1%	+$99	0.06%	110
2025 Q1	$70.2K	Hold	756	–	–	0.05%	108
2024 Q4	$77.4K	Buy	756 +1	+0.1%	+$100	0.06%	101
2024 Q3	$72.3K	Buy	755 +1	+0.1%	+$92	0.06%	113
2024 Q2	$69.7K	Buy	754 +1	+0.1%	+$86	0.06%	117
2024 Q1	$63.6K	Buy	753 +1	+0.1%	+$80	0.05%	126
2023 Q4	$56.5K	Buy	+752	New	+$53.5K	0.05%	128

Other funds holding IVW

Envestnet Asset Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return