Raymond James & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Raymond James & Associates’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
2020 Q2	–	Sell	-24,200	Closed	-$119K	–	3596
2020 Q1	$119K	Buy	+24,200	New	+$3.61M	﹤0.01%	3181
2019 Q3	–	Sell	-50,300	Closed	-$66K	–	3659
2019 Q2	$66K	Sell	50,300 -1,600	-3%	-$247K	﹤0.01%	3472
2019 Q1	$23K	Buy	+51,900	New	+$7.8M	﹤0.01%	3528
2018 Q2	–	Sell	-13,100	Closed	-$28K	–	3634
2018 Q1	$28K	Sell	13,100 -54,700	-81%	-$8.45M	﹤0.01%	3362
2017 Q4	$34K	Sell	67,800 -13,400	-17%	-$2.01M	﹤0.01%	3310
2017 Q3	$193K	Buy	81,200 +55,700	+218%	+$7.84M	﹤0.01%	3059
2017 Q2	$21K	Buy	25,500 +7,500	+42%	+$1.04M	﹤0.01%	3258
2017 Q1	$14K	Buy	+18,000	New	+$2.46M	﹤0.01%	3225

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

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

Raymond James & Associates increased its iShares Russell 2000 ETF (IWM) stake by 0.59% in Q3 2024, buying an estimated $1.14M and bringing the position to 900,716 shares worth $199M. The position accounts for 0.12% of the portfolio, ranked #149.

Raymond James & Associates first reported a position in IWM in Q2 2013 and has held it in 46 quarters since. The position peaked at $328M in Q4 2016. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Raymond James & Associates held 900,716 shares of iShares Russell 2000 ETF worth $199M as of Q3 2024.
Raymond James & Associates bought 5,311 iShares Russell 2000 ETF shares in Q3 2024, an estimated $1.14M.
iShares Russell 2000 ETF made up 0.12% of Raymond James & Associates's portfolio in Q3 2024, its #149 holding.
Raymond James & Associates first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 46 quarters since.
Raymond James & Associates's iShares Russell 2000 ETF position peaked at $328M in Q4 2016.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

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