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 Q2	$74.9K	Sell	544 -696	-56%	-$91.9K	0.04%	148
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Frazier Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 56% in Q2 2026, selling an estimated $91.9K and leaving 544 shares worth $74.9K. The position accounts for 0.04% of the portfolio, ranked #148.

Frazier Financial Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $140K in Q1 2026. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Frazier Financial Advisors held 544 shares of iShares S&P 500 Growth ETF worth $74.9K as of Q2 2026.
Frazier Financial Advisors sold 696 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $91.9K.
iShares S&P 500 Growth ETF made up 0.04% of Frazier Financial Advisors's portfolio in Q2 2026, its #148 holding.
Frazier Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's iShares S&P 500 Growth ETF position peaked at $140K in Q1 2026.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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