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
2020 Q4	–	Sell	-12,800	Closed	-$3K	–	3026
2020 Q3	$3K	Sell	12,800 -300	-2%	-$45.1K	﹤0.01%	2865
2020 Q2	$3K	Buy	+13,100	New	+$1.72M	﹤0.01%	2809
2016 Q4	–	Sell	-14,100	Closed	-$3K	–	2391
2016 Q3	$3K	Sell	14,100 -1,200	-8%	-$146K	﹤0.01%	2302
2016 Q2	$1K	Buy	+15,300	New	+$1.73M	﹤0.01%	2283

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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.