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 Q2	–	Sell	-134	Closed	-$21.4K	–	735
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 $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Frazier Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 134 shares — an estimated $21.4K sold.

Frazier Financial Advisors first reported a position in IWC in Q4 2023 and held it in 9 quarters. The position peaked at $295K in Q2 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Frazier Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
Frazier Financial Advisors sold 134 iShares Micro-Cap ETF shares in Q2 2026, an estimated $21.4K.
Frazier Financial Advisors first reported a position in iShares Micro-Cap ETF in Q4 2023 and held it in 9 quarters.
Frazier Financial Advisors's iShares Micro-Cap ETF position peaked at $295K in Q2 2024.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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