Frazier Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$141K	Buy	662 +554	+513%	+$121K	0.08%	88
2025 Q4	$22.7K	Hold	108	–	–	0.01%	259
2025 Q3	$22K	Hold	108	–	–	0.01%	259
2025 Q2	$21K	Sell	108 -99	-48%	-$18.3K	0.01%	259
2025 Q1	$39K	Hold	207	–	–	0.03%	162
2024 Q4	$38.2K	Sell	207 -18	-8%	-$3.45K	0.03%	162
2024 Q3	$42.7K	Sell	225 -10	-4%	-$1.82K	0.03%	156
2024 Q2	$41K	Sell	235 -22	-9%	-$3.85K	0.03%	172
2024 Q1	$46K	Sell	257 -79	-24%	-$13.4K	0.04%	159
2023 Q4	$55.5K	Buy	+336	New	+$51.9K	0.05%	130

Other funds holding IWD

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Frazier Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 513% in Q1 2026, buying an estimated $121K and bringing the position to 662 shares worth $141K. The position accounts for 0.08% of the portfolio, ranked #88.

Frazier Financial Advisors first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Frazier Financial Advisors held 662 shares of iShares Russell 1000 Value ETF worth $141K as of Q1 2026.
Frazier Financial Advisors bought 554 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $121K.
iShares Russell 1000 Value ETF made up 0.08% of Frazier Financial Advisors's portfolio in Q1 2026, its #88 holding.
Frazier Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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