Frazier Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.4K	Sell	134 -68	-34%	-$11.3K	0.01%	313
2025 Q4	$31.9K	Buy	202 +103	+104%	+$16K	0.02%	219
2025 Q3	$14.7K	Buy	+99	New	+$13.7K	0.01%	301
2025 Q2	–	Sell	-447	Closed	-$49.6K	–	642
2025 Q1	$49.6K	Buy	447 +374	+512%	+$46.6K	0.04%	136
2024 Q4	$9.57K	Sell	73 -751	-91%	-$97.8K	0.01%	349
2024 Q3	$102K	Sell	824 -1,767	-68%	-$214K	0.08%	90
2024 Q2	$295K	Buy	2,591 +1,039	+67%	+$120K	0.23%	43
2024 Q1	$188K	Buy	1,552 +673	+77%	+$77.4K	0.15%	60
2023 Q4	$102K	Buy	+879	New	+$89.1K	0.09%	87

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Frazier Financial Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 34% in Q1 2026, selling an estimated $11.3K and leaving 134 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #313.

Frazier Financial Advisors first reported a position in IWC in Q4 2023 and has held it in 9 quarters since. The position peaked at $295K in Q2 2024. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Frazier Financial Advisors held 134 shares of iShares Micro-Cap ETF worth $21.4K as of Q1 2026.
Frazier Financial Advisors sold 68 iShares Micro-Cap ETF shares in Q1 2026, an estimated $11.3K.
iShares Micro-Cap ETF made up 0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #313 holding.
Frazier Financial Advisors first reported a position in iShares Micro-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Frazier Financial Advisors's iShares Micro-Cap ETF position peaked at $295K in Q2 2024.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

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