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Raymond James Financial Services Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Raymond James Financial Services Advisors’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 		$576K Hold
4,098
– – ﹤0.01% 2517
2024
Q2 		$549K Hold
4,098
– – ﹤0.01% 2466
2024
Q1 		$521K Sell
4,098
-880
-18% -$107K ﹤0.01% 2481
2023
Q4 		$573K Sell
4,978
-2,740
-36% -$296K ﹤0.01% 2315
2023
Q3 		$798K Sell
7,718
-254
-3% -$27.2K ﹤0.01% 2037
2023
Q2 		$850K Sell
7,972
-1,686
-17% -$169K ﹤0.01% 2016
2023
Q1 		$940K Sell
9,658
-2,857
-23% -$269K ﹤0.01% 1933
2022
Q4 		$1.13M Buy
12,515
+284
+2% +$25.8K ﹤0.01% 1762
2022
Q3 		$1.04M Sell
12,231
-585
-5% -$55.3K ﹤0.01% 1788
2022
Q2 		$1.15M Sell
12,816
-1,164
-8% -$113K ﹤0.01% 1746
2022
Q1 		$1.51M Sell
13,980
-10,829
-44% -$1.15M ﹤0.01% 1677
2021
Q4 		$2.83M Buy
24,809
+7,271
+41% +$802K 0.01% 1314
2021
Q3 		$1.81M Buy
17,538
+1,663
+10% +$176K ﹤0.01% 1546
2021
Q2 		$1.63M Sell
15,875
-1,001
-6% -$99.9K ﹤0.01% 1616
2021
Q1 		$1.6M Sell
16,876
-15,786
-48% -$1.46M ﹤0.01% 1531
2020
Q4 		$2.95M Sell
32,662
-18,516
-36% -$1.58M 0.01% 1086
2020
Q3 		$4.16M Sell
51,178
-68
-0.1% -$5.44K 0.01% 832
2020
Q2 		$3.79M Buy
51,246
+8,423
+20% +$589K 0.01% 821
2020
Q1 		$2.64M Buy
42,823
+10,911
+34% +$783K 0.01% 768
2019
Q4 		$2.4M Sell
31,912
-5,290
-14% -$379K 0.01% 1079
2019
Q3 		$2.56M Buy
37,202
+1,328
+4% +$91.2K 0.01% 983
2019
Q2 		$2.44M Buy
35,874
+10,600
+42% +$709K 0.01% 990
2019
Q1 		$1.66M Buy
+25,274
New +$1.6M 0.01% 1172

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 Financial Services Advisors's IWL Position: Q3 2024 in Review

Raymond James Financial Services Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q3 2024 at 4,098 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Raymond James Financial Services Advisors first reported a position in IWL in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.16M in Q3 2020. 160 funds tracked by Wall St. Rank hold IWL as of Q3 2024.

  • Raymond James Financial Services Advisors held 4,098 shares of iShares Russell Top 200 ETF worth $576K as of Q3 2024.
  • Raymond James Financial Services Advisors left its iShares Russell Top 200 ETF share count unchanged in Q3 2024.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2517 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2019 and has held it in 23 quarters since.
  • Raymond James Financial Services Advisors's iShares Russell Top 200 ETF position peaked at $4.16M in Q3 2020.
  • 160 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2024.

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