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Raymond James Financial Services Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$239M Buy
1,082,827
+10,026
+0.9% +$2.15M 0.32% 61
2024
Q2 		$218M Buy
1,072,801
+274,569
+34% +$55.5M 0.31% 66
2024
Q1 		$168M Buy
798,232
+20,321
+3% +$4.05M 0.25% 80
2023
Q4 		$156M Buy
777,911
+82,152
+12% +$14.7M 0.25% 80
2023
Q3 		$123M Buy
695,759
+18,346
+3% +$3.44M 0.22% 96
2023
Q2 		$127M Buy
677,413
+64,069
+10% +$11.4M 0.22% 89
2023
Q1 		$109M Buy
613,344
+34,287
+6% +$6.31M 0.21% 101
2022
Q4 		$101M Sell
579,057
-1,759
-0.3% -$313K 0.2% 108
2022
Q3 		$95.8M Buy
580,816
+8,935
+2% +$1.63M 0.21% 100
2022
Q2 		$96.9M Sell
571,881
-1,597
-0.3% -$294K 0.21% 103
2022
Q1 		$118M Sell
573,478
-1,650
-0.3% -$337K 0.22% 93
2021
Q4 		$128M Buy
575,128
+15,497
+3% +$3.5M 0.24% 83
2021
Q3 		$122M Sell
559,631
-98,641
-15% -$21.9M 0.25% 80
2021
Q2 		$151M Buy
658,272
+65,603
+11% +$14.7M 0.31% 63
2021
Q1 		$131M Buy
592,669
+71,887
+14% +$15.7M 0.3% 66
2020
Q4 		$102M Buy
520,782
+82,042
+19% +$14.4M 0.25% 80
2020
Q3 		$65.7M Sell
438,740
-16,992
-4% -$2.56M 0.19% 117
2020
Q2 		$65.3M Sell
455,732
-3,997
-0.9% -$524K 0.21% 106
2020
Q1 		$52.6M Sell
459,729
-70,493
-13% -$10.5M 0.23% 99
2019
Q4 		$87.8M Buy
530,222
+54,140
+11% +$8.56M 0.28% 73
2019
Q3 		$72.1M Sell
476,082
-13,854
-3% -$2.12M 0.26% 79
2019
Q2 		$76.2M Buy
489,936
+7,718
+2% +$1.19M 0.29% 67
2019
Q1 		$73.8M Sell
482,218
-57,530
-11% -$8.65M 0.31% 64
2018
Q4 		$72.3M Sell
539,748
-83,334
-13% -$12.4M 0.38% 51
2018
Q3 		$105M Buy
623,082
+60,159
+11% +$10.2M 0.47% 35
2018
Q2 		$92.2M Buy
562,923
+47,896
+9% +$7.66M 0.47% 34
2018
Q1 		$78.2M Buy
515,027
+27,525
+6% +$4.25M 0.45% 36
2017
Q4 		$74.3M Buy
487,502
+39,506
+9% +$5.93M 0.46% 34
2017
Q3 		$66.4M Buy
447,996
+18,559
+4% +$2.61M 0.42% 42
2017
Q2 		$60.5M Sell
429,437
-48,080
-10% -$6.65M 0.42% 43
2017
Q1 		$65.7M Buy
477,517
+4,381
+0.9% +$599K 0.5% 32
2016
Q4 		$63.8M Buy
473,136
+1,129
+0.2% +$144K 0.54% 28
2016
Q3 		$58.6M Buy
472,007
+79,697
+20% +$9.69M 0.52% 29
2016
Q2 		$45.1M Buy
392,310
+56,649
+17% +$6.39M 0.44% 39
2016
Q1 		$37.1M Buy
335,661
+47,421
+16% +$4.91M 0.43% 40
2015
Q4 		$32.5M Buy
288,240
+69,638
+32% +$8.03M 0.38% 51
2015
Q3 		$23.9M Buy
218,602
+177,965
+438% +$21.1M 0.4% 52
2015
Q2 		$5.07M Sell
40,637
-29,248
-42% -$3.65M 0.36% 69
2015
Q1 		$8.69M Buy
69,885
+3,106
+5% +$374K 0.42% 52
2014
Q4 		$7.99M Sell
66,779
-6,597
-9% -$754K 0.41% 59
2014
Q3 		$8.02M Buy
73,376
+1,196
+2% +$137K 0.43% 55
2014
Q2 		$8.58M Buy
72,180
+6,618
+10% +$752K 0.51% 42
2014
Q1 		$7.63M Sell
65,562
-41,958
-39% -$4.84M 0.45% 56
2013
Q4 		$12.4M Buy
107,520
+32,638
+44% +$3.6M 0.76% 23
2013
Q3 		$7.98M Sell
74,882
-68,761
-48% -$7.11M 0.53% 43
2013
Q2 		$13.9M Buy
+143,643
New +$13.7M 0.41% 51

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.93% in Q3 2024, buying an estimated $2.15M and bringing the position to 1,082,827 shares worth $239M. The position accounts for 0.32% of the portfolio, ranked #61.

Raymond James Financial Services Advisors first reported a position in IWM in Q2 2013 and has held it in 46 quarters since. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Raymond James Financial Services Advisors held 1,082,827 shares of iShares Russell 2000 ETF worth $239M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 10,026 iShares Russell 2000 ETF shares in Q3 2024, an estimated $2.15M.
  • iShares Russell 2000 ETF made up 0.32% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #61 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 46 quarters since.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

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