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Raymond James & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Raymond James & Associates’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-40,900
Closed -$593K – 1944
2013
Q2 		$593K Buy
+40,900
New +$3.92M 0.01% 1438

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 IWV Position: Q3 2024 in Review

Raymond James & Associates increased its iShares Russell 3000 ETF (IWV) stake by 11% in Q3 2024, buying an estimated $831K and bringing the position to 27,363 shares worth $8.94M. The position accounts for 0.01% of the portfolio, ranked #1291.

Raymond James & Associates first reported a position in IWV in Q2 2013 and has held it in 46 quarters since. The position peaked at $47.1M in Q4 2018. 781 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • Raymond James & Associates held 27,363 shares of iShares Russell 3000 ETF worth $8.94M as of Q3 2024.
  • Raymond James & Associates bought 2,640 iShares Russell 3000 ETF shares in Q3 2024, an estimated $831K.
  • iShares Russell 3000 ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1291 holding.
  • Raymond James & Associates first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's iShares Russell 3000 ETF position peaked at $47.1M in Q4 2018.
  • 781 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

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