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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$279M	Buy	2,976,296 +73,244	+3%	+$6.64M	0.37%	53
2024 Q2	$265M	Sell	2,903,052 -19,520	-0.7%	-$1.67M	0.38%	55
2024 Q1	$246M	Sell	2,922,572 -50,612	-2%	-$4.08M	0.37%	56
2023 Q4	$225M	Buy	2,973,184 +72,628	+3%	+$5.14M	0.37%	58
2023 Q3	$193M	Buy	2,900,556 +78,560	+3%	+$5.42M	0.35%	59
2023 Q2	$194M	Sell	2,821,996 -212,380	-7%	-$13.5M	0.34%	60
2023 Q1	$185M	Sell	3,034,376 -280	-0%	-$16.1K	0.35%	58
2022 Q4	$163M	Sell	3,034,656 -102,116	-3%	-$5.62M	0.33%	62
2022 Q3	$165M	Buy	3,136,772 +17,696	+0.6%	+$1.04M	0.37%	54
2022 Q2	$171M	Sell	3,119,076 -371,176	-11%	-$22.3M	0.37%	56
2022 Q1	$242M	Sell	3,490,252 -146,216	-4%	-$9.98M	0.46%	41
2021 Q4	$278M	Buy	3,636,468 +124,824	+4%	+$9.25M	0.52%	37
2021 Q3	$241M	Sell	3,511,644 -164,968	-4%	-$11.7M	0.49%	37
2021 Q2	$250M	Sell	3,676,612 -93,752	-2%	-$6.04M	0.51%	36
2021 Q1	$229M	Buy	3,770,364 +6,708	+0.2%	+$408K	0.52%	33
2020 Q4	$227M	Sell	3,763,656 -13,664	-0.4%	-$778K	0.57%	27
2020 Q3	$205M	Sell	3,777,320 -156,280	-4%	-$8.23M	0.58%	28
2020 Q2	$189M	Buy	+3,933,600	New	+$173M	0.6%	23
2020 Q1	–	Sell	-3,898,692	Closed	-$171M	–	2645
2019 Q4	$171M	Buy	3,898,692 +29,192	+0.8%	+$1.22M	0.55%	34
2019 Q3	$154M	Sell	3,869,500 -204,664	-5%	-$8.21M	0.56%	30
2019 Q2	$160M	Sell	4,074,164 -8,064	-0.2%	-$312K	0.62%	27
2019 Q1	$154M	Buy	4,082,228 +79,528	+2%	+$2.86M	0.64%	25
2018 Q4	$131M	Buy	4,002,700 +37,800	+1%	+$1.33M	0.69%	25
2018 Q3	$155M	Buy	3,964,900 +100,780	+3%	+$3.82M	0.7%	19
2018 Q2	$139M	Buy	3,864,120 +99,972	+3%	+$3.53M	0.71%	20
2018 Q1	$128M	Buy	3,764,148 +39,256	+1%	+$1.38M	0.74%	20
2017 Q4	$125M	Buy	3,724,892 +516,256	+16%	+$16.9M	0.78%	17
2017 Q3	$100M	Buy	3,208,636 +63,976	+2%	+$1.96M	0.64%	22
2017 Q2	$93.6M	Buy	3,144,660 +83,800	+3%	+$2.46M	0.65%	19
2017 Q1	$87.1M	Sell	3,060,860 -150,248	-5%	-$4.17M	0.66%	19
2016 Q4	$84.2M	Buy	3,211,108 +266,244	+9%	+$6.91M	0.71%	19
2016 Q3	$76.7M	Sell	2,944,864 -393,016	-12%	-$10.2M	0.68%	19
2016 Q2	$83.7M	Buy	3,337,880 +139,664	+4%	+$3.49M	0.81%	12
2016 Q1	$79.8M	Buy	3,198,216 +239,348	+8%	+$5.66M	0.92%	11
2015 Q4	$73.6M	Buy	2,958,868 +773,784	+35%	+$19.3M	0.86%	10
2015 Q3	$50.8M	Buy	2,185,084 +1,863,500	+579%	+$45.9M	0.85%	10
2015 Q2	$7.96M	Sell	321,584 -114,684	-26%	-$2.88M	0.57%	31
2015 Q1	$10.8M	Sell	436,268 -42,300	-9%	-$1.03M	0.53%	40
2014 Q4	$11.4M	Sell	478,568 -68,080	-12%	-$1.59M	0.59%	33
2014 Q3	$12.5M	Buy	+546,648	New	+$12.5M	0.68%	30
2014 Q2	–	Sell	-534,080	Closed	-$11.6M	–	519
2014 Q1	$11.6M	Buy	534,080 +38,716	+8%	+$831K	0.68%	29
2013 Q4	$10.6M	Sell	495,364 -127,224	-20%	-$2.61M	0.65%	30
2013 Q3	$12.2M	Sell	622,588 -629,000	-50%	-$12M	0.81%	24
2013 Q2	$22.8M	Buy	+1,251,588	New	+$22.9M	0.67%	20

Other funds holding IWF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

Raymond James Financial Services Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q3 2024, buying an estimated $6.64M and bringing the position to 2,976,296 shares worth $279M. The position accounts for 0.37% of the portfolio, ranked #53.

Raymond James Financial Services Advisors first reported a position in IWF in Q2 2013 and has held it in 44 quarters since. 2,072 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Raymond James Financial Services Advisors held 2,976,296 shares of iShares Russell 1000 Growth ETF worth $279M as of Q3 2024.
Raymond James Financial Services Advisors bought 73,244 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $6.64M.
iShares Russell 1000 Growth ETF made up 0.37% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #53 holding.
Raymond James Financial Services Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 44 quarters since.
2,072 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

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