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

Raymond James Financial Services Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$54M Buy
189,973
+5,517
+3% +$1.51M 0.07% 260
2024
Q2 		$48.4M Buy
184,456
+33,422
+22% +$8.68M 0.07% 262
2024
Q1 		$40.9M Buy
151,034
+6,004
+4% +$1.53M 0.06% 297
2023
Q4 		$36.6M Buy
145,030
+4,722
+3% +$1.06M 0.06% 305
2023
Q3 		$31.5M Sell
140,308
-30,188
-18% -$7.22M 0.06% 312
2023
Q2 		$41.4M Buy
170,496
+52,227
+44% +$12M 0.07% 262
2023
Q1 		$26.8M Sell
118,269
-8,984
-7% -$2.06M 0.05% 350
2022
Q4 		$27.3M Sell
127,253
-4,011
-3% -$879K 0.05% 335
2022
Q3 		$27.1M Buy
131,264
+12,635
+11% +$2.84M 0.06% 304
2022
Q2 		$24.5M Sell
118,629
-6,800
-5% -$1.52M 0.05% 353
2022
Q1 		$32.1M Sell
125,429
-1,950
-2% -$499K 0.06% 301
2021
Q4 		$37.3M Sell
127,379
-44,765
-26% -$13.5M 0.07% 279
2021
Q3 		$50.6M Sell
172,144
-1,115
-0.6% -$335K 0.1% 207
2021
Q2 		$54M Buy
173,259
+7,716
+5% +$2.32M 0.11% 194
2021
Q1 		$49.8M Buy
165,543
+25,768
+18% +$8M 0.11% 190
2020
Q4 		$40.1M Buy
139,775
+10,855
+8% +$2.77M 0.1% 207
2020
Q3 		$28.6M Buy
128,920
+27,270
+27% +$5.97M 0.08% 245
2020
Q2 		$21M Buy
101,650
+23,487
+30% +$4.39M 0.07% 283
2020
Q1 		$12.4M Sell
78,163
-36,512
-32% -$7.25M 0.05% 314
2019
Q4 		$24.6M Buy
114,675
+1,968
+2% +$399K 0.08% 265
2019
Q3 		$21.7M Sell
112,707
-4,162
-4% -$825K 0.08% 263
2019
Q2 		$23.5M Sell
116,869
-197,461
-63% -$39.1M 0.09% 235
2019
Q1 		$61.8M Sell
314,330
-56,118
-15% -$10.7M 0.26% 82
2018
Q4 		$62.2M Buy
370,448
+53,575
+17% +$9.99M 0.33% 63
2018
Q3 		$68.2M Buy
316,873
+24,008
+8% +$5.12M 0.31% 64
2018
Q2 		$59.8M Buy
292,865
+25,405
+9% +$5.08M 0.3% 65
2018
Q1 		$51M Buy
267,460
+15,974
+6% +$3.07M 0.29% 72
2017
Q4 		$47M Buy
251,486
+7,284
+3% +$1.33M 0.29% 70
2017
Q3 		$43.7M Buy
244,202
+10,435
+4% +$1.77M 0.28% 72
2017
Q2 		$39.5M Buy
233,767
+5,720
+3% +$942K 0.27% 72
2017
Q1 		$36.9M Sell
228,047
-5,764
-2% -$915K 0.28% 70
2016
Q4 		$36M Buy
233,811
+22,524
+11% +$3.36M 0.3% 62
2016
Q3 		$31.5M Buy
211,287
+36,085
+21% +$5.26M 0.28% 74
2016
Q2 		$24M Buy
175,202
+119,793
+216% +$16.2M 0.23% 104
2016
Q1 		$7.35M Sell
55,409
-14,751
-21% -$1.84M 0.08% 271
2015
Q4 		$9.78M Buy
70,160
+27,399
+64% +$3.89M 0.11% 226
2015
Q3 		$5.73M Buy
42,761
+23,575
+123% +$3.49M 0.1% 258
2015
Q2 		$2.97M Buy
+19,186
New +$2.94M 0.21% 129
2013
Q3 		– Sell
-119,312
Closed -$13.3M – 711
2013
Q2 		$13.3M Buy
+119,312
New +$13M 0.39% 54

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 3% in Q3 2024, buying an estimated $1.51M and bringing the position to 189,973 shares worth $54M. The position accounts for 0.07% of the portfolio, ranked #260.

Raymond James Financial Services Advisors first reported a position in IWO in Q2 2013 and has held it in 39 quarters since. The position peaked at $68.2M in Q3 2018. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Raymond James Financial Services Advisors held 189,973 shares of iShares Russell 2000 Growth ETF worth $54M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 5,517 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $1.51M.
  • iShares Russell 2000 Growth ETF made up 0.07% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #260 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 39 quarters since.
  • Raymond James Financial Services Advisors's iShares Russell 2000 Growth ETF position peaked at $68.2M in Q3 2018.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

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