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Raymond James & Associates’s iShares Russell Top 200 ETF IWL Stock Holding History

Raymond James & Associates’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$634K Buy
4,517
+808
+22% +$110K ﹤0.01% 2971
2024
Q2 		$497K Buy
3,709
+608
+20% +$77.7K ﹤0.01% 3079
2024
Q1 		$394K Sell
3,101
-807
-21% -$97.8K ﹤0.01% 3212
2023
Q4 		$450K Buy
3,908
+1,316
+51% +$142K ﹤0.01% 3020
2023
Q3 		$268K Hold
2,592
– – ﹤0.01% 3288
2023
Q2 		$276K Sell
2,592
-223
-8% -$22.4K ﹤0.01% 3311
2023
Q1 		$274K Sell
2,815
-520
-16% -$48.9K ﹤0.01% 3295
2022
Q4 		$300K Buy
+3,335
New +$303K ﹤0.01% 3216
2021
Q1 		– Sell
-3,908
Closed -$353K – 4054
2020
Q4 		$353K Sell
3,908
-616
-14% -$52.7K ﹤0.01% 3028
2020
Q3 		$367K Sell
4,524
-297
-6% -$23.8K ﹤0.01% 2826
2020
Q2 		$357K Buy
4,821
+986
+26% +$69K ﹤0.01% 2819
2020
Q1 		$236K Buy
+3,835
New +$275K ﹤0.01% 2923

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James & Associates's IWL Position: Q3 2024 in Review

Raymond James & Associates increased its iShares Russell Top 200 ETF (IWL) stake by 22% in Q3 2024, buying an estimated $110K and bringing the position to 4,517 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

Raymond James & Associates first reported a position in IWL in Q1 2020 and has held it in 12 quarters since. 160 funds tracked by Wall St. Rank hold IWL as of Q3 2024.

  • Raymond James & Associates held 4,517 shares of iShares Russell Top 200 ETF worth $634K as of Q3 2024.
  • Raymond James & Associates bought 808 iShares Russell Top 200 ETF shares in Q3 2024, an estimated $110K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2971 holding.
  • Raymond James & Associates first reported a position in iShares Russell Top 200 ETF in Q1 2020 and has held it in 12 quarters since.
  • 160 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.