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 Q2	$213K	Buy	710 +2	+0.3%	+$562	0.11%	71
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Frazier Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.28% in Q2 2026, buying an estimated $562 and bringing the position to 710 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #71.

Frazier Financial Advisors first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Frazier Financial Advisors held 710 shares of iShares Russell 2000 ETF worth $213K as of Q2 2026.
Frazier Financial Advisors bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.11% of Frazier Financial Advisors's portfolio in Q2 2026, its #71 holding.
Frazier Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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