Frazier Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$176K	Buy	708 +177	+33%	+$45.7K	0.1%	77
2025 Q4	$131K	Buy	531 +3	+0.6%	+$738	0.08%	89
2025 Q3	$128K	Buy	528 +3	+0.6%	+$688	0.08%	83
2025 Q2	$113K	Buy	525 +3	+0.6%	+$604	0.08%	90
2025 Q1	$104K	Sell	522 -33	-6%	-$7.16K	0.08%	82
2024 Q4	$123K	Buy	555 +2	+0.4%	+$456	0.1%	75
2024 Q3	$122K	Buy	553 +20	+4%	+$4.28K	0.09%	83
2024 Q2	$108K	Sell	533 -5	-0.9%	-$1.01K	0.09%	91
2024 Q1	$113K	Buy	538 +47	+10%	+$9.38K	0.09%	90
2023 Q4	$98.6K	Buy	+491	New	+$88K	0.09%	89

Other funds holding IWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Frazier Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 33% in Q1 2026, buying an estimated $45.7K and bringing the position to 708 shares worth $176K. The position accounts for 0.1% of the portfolio, ranked #77.

Frazier Financial Advisors first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Frazier Financial Advisors held 708 shares of iShares Russell 2000 ETF worth $176K as of Q1 2026.
Frazier Financial Advisors bought 177 iShares Russell 2000 ETF shares in Q1 2026, an estimated $45.7K.
iShares Russell 2000 ETF made up 0.1% of Frazier Financial Advisors's portfolio in Q1 2026, its #77 holding.
Frazier Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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