Raymond James Financial Services Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$118M	Sell	375,997 -41,895	-10%	-$12.7M	0.16%	129
2024 Q2	$124M	Sell	417,892 -682	-0.2%	-$196K	0.18%	111
2024 Q1	$121M	Buy	418,574 +68,888	+20%	+$18.9M	0.18%	113
2023 Q4	$91.7M	Sell	349,686 -23,592	-6%	-$5.78M	0.15%	149
2023 Q3	$87.7M	Buy	373,278 +74,614	+25%	+$18.3M	0.16%	138
2023 Q2	$72.8M	Buy	298,664 +17,589	+6%	+$4.05M	0.13%	159
2023 Q1	$63.3M	Buy	281,075 +27,864	+11%	+$6.13M	0.12%	174
2022 Q4	$53.3M	Sell	253,211 -20,931	-8%	-$4.43M	0.11%	191
2022 Q3	$54.1M	Sell	274,142 -3,482	-1%	-$764K	0.12%	170
2022 Q2	$57.7M	Sell	277,624 -40,168	-13%	-$9.08M	0.13%	168
2022 Q1	$79.5M	Sell	317,792 -32,134	-9%	-$7.93M	0.15%	142
2021 Q4	$92.5M	Buy	349,926 +31,269	+10%	+$8.05M	0.17%	124
2021 Q3	$77M	Buy	318,657 +8,369	+3%	+$2.08M	0.16%	140
2021 Q2	$75.1M	Buy	310,288 +13,509	+5%	+$3.18M	0.15%	141
2021 Q1	$66.4M	Buy	296,779 +12,419	+4%	+$2.72M	0.15%	147
2020 Q4	$60.2M	Sell	284,360 -1,546	-0.5%	-$309K	0.15%	148
2020 Q3	$53.5M	Sell	285,906 -7,640	-3%	-$1.41M	0.15%	144
2020 Q2	$50.4M	Sell	293,546 -33,163	-10%	-$5.37M	0.16%	134
2020 Q1	$46.2M	Buy	326,709 +12,366	+4%	+$2.09M	0.2%	108
2019 Q4	$56.1M	Buy	314,343 +3,110	+1%	+$531K	0.18%	120
2019 Q3	$51.2M	Sell	311,233 -14,151	-4%	-$2.32M	0.19%	116
2019 Q2	$53M	Buy	325,384 +20,404	+7%	+$3.27M	0.2%	106
2019 Q1	$48M	Buy	304,980 +36,912	+14%	+$5.58M	0.2%	109
2018 Q4	$37.2M	Buy	268,068 +30,689	+13%	+$4.59M	0.2%	107
2018 Q3	$38.4M	Buy	237,379 +43,168	+22%	+$6.85M	0.17%	119
2018 Q2	$29.5M	Buy	194,211 +1,899	+1%	+$286K	0.15%	140
2018 Q1	$28.2M	Buy	192,312 +4,025	+2%	+$612K	0.16%	132
2017 Q4	$28M	Buy	188,287 +7,305	+4%	+$1.06M	0.17%	125
2017 Q3	$25.3M	Buy	180,982 +1,350	+0.8%	+$185K	0.16%	137
2017 Q2	$24.3M	Buy	179,632 +8,692	+5%	+$1.16M	0.17%	136
2017 Q1	$22.4M	Buy	170,940 +32,359	+23%	+$4.19M	0.17%	133
2016 Q4	$17.2M	Buy	138,581 +550	+0.4%	+$66.9K	0.14%	166
2016 Q3	$16.6M	Sell	138,031 -105	-0.1%	-$12.6K	0.15%	164
2016 Q2	$16.1M	Buy	138,136 +3,159	+2%	+$364K	0.16%	172
2016 Q1	$15.4M	Buy	134,977 +6,537	+5%	+$706K	0.18%	143
2015 Q4	$14.6M	Buy	128,440 +29,254	+29%	+$3.34M	0.17%	156
2015 Q3	$10.6M	Buy	+99,186	New	+$11.3M	0.18%	143
2015 Q2	–	Sell	-46,302	Closed	-$5.36M	–	704
2015 Q1	$5.36M	Buy	46,302 +1,688	+4%	+$195K	0.26%	107
2014 Q4	$5.11M	Sell	44,614 -136	-0.3%	-$15.2K	0.26%	104
2014 Q3	$4.92M	Sell	44,750 -8,494	-16%	-$939K	0.27%	98
2014 Q2	$5.86M	Buy	53,244 +17,955	+51%	+$1.91M	0.35%	75
2014 Q1	$3.7M	Sell	35,289 -20,583	-37%	-$2.12M	0.22%	120
2013 Q4	$5.76M	Buy	+55,872	New	+$5.53M	0.35%	75
2013 Q3	–	Sell	-67,765	Closed	-$6.09M	–	709
2013 Q2	$6.09M	Buy	+67,765	New	+$6.07M	0.18%	135

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial Services Advisors's IWB Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q3 2024, selling an estimated $12.7M and leaving 375,997 shares worth $118M. The position accounts for 0.16% of the portfolio, ranked #129.

Raymond James Financial Services Advisors first reported a position in IWB in Q2 2013 and has held it in 44 quarters since. The position peaked at $124M in Q2 2024. 1,267 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

Raymond James Financial Services Advisors held 375,997 shares of iShares Russell 1000 ETF worth $118M as of Q3 2024.
Raymond James Financial Services Advisors sold 41,895 iShares Russell 1000 ETF shares in Q3 2024, an estimated $12.7M.
iShares Russell 1000 ETF made up 0.16% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #129 holding.
Raymond James Financial Services Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 44 quarters since.
Raymond James Financial Services Advisors's iShares Russell 1000 ETF position peaked at $124M in Q2 2024.
1,267 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.