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

Frazier Financial Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.5K Hold
110
– – 0.02% 235
2025
Q4 		$35.5K Hold
110
– – 0.02% 198
2025
Q3 		$35.2K Hold
110
– – 0.02% 198
2025
Q2 		$31.4K Hold
110
– – 0.02% 202
2025
Q1 		$28.1K Hold
110
– – 0.02% 205
2024
Q4 		$31.7K Hold
110
– – 0.03% 185
2024
Q3 		$31.2K Hold
110
– – 0.02% 198
2024
Q2 		$28.9K Hold
110
– – 0.02% 225
2024
Q1 		$29.8K Hold
110
– – 0.02% 205
2023
Q4 		$27.7K Buy
+110
New +$24.8K 0.02% 195

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Frazier Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 110 shares worth $34.5K. The position accounts for 0.02% of the portfolio, ranked #235.

Frazier Financial Advisors first reported a position in IWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.5K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Frazier Financial Advisors held 110 shares of iShares Russell 2000 Growth ETF worth $34.5K as of Q1 2026.
  • Frazier Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Frazier Financial Advisors's portfolio in Q1 2026, its #235 holding.
  • Frazier Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $35.5K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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