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Raymond James Financial Services Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$74.2M Buy
632,436
+860
+0.1% +$96.2K 0.1% 190
2024
Q2 		$69.7M Sell
631,576
-19,363
-3% -$2.13M 0.1% 198
2024
Q1 		$74.3M Sell
650,939
-3,673
-0.6% -$397K 0.11% 175
2023
Q4 		$68.4M Sell
654,612
-120,818
-16% -$11.5M 0.11% 178
2023
Q3 		$70.8M Sell
775,430
-4,921
-0.6% -$470K 0.13% 162
2023
Q2 		$75.4M Sell
780,351
-3,110
-0.4% -$283K 0.13% 154
2023
Q1 		$71.3M Buy
783,461
+73,676
+10% +$6.58M 0.14% 158
2022
Q4 		$59.4M Sell
709,785
-87,354
-11% -$7.35M 0.12% 174
2022
Q3 		$62.5M Buy
797,139
+136,496
+21% +$11.7M 0.14% 152
2022
Q2 		$52.4M Sell
660,643
-196,157
-23% -$17.1M 0.11% 183
2022
Q1 		$86.1M Sell
856,800
-107,588
-11% -$10.7M 0.16% 133
2021
Q4 		$111M Buy
964,388
+11,721
+1% +$1.37M 0.21% 103
2021
Q3 		$107M Sell
952,667
-1,418
-0.1% -$163K 0.22% 95
2021
Q2 		$108M Sell
954,085
-20,901
-2% -$2.23M 0.22% 92
2021
Q1 		$99.5M Buy
974,986
+256,450
+36% +$26.8M 0.22% 96
2020
Q4 		$73.8M Buy
718,536
+25,606
+4% +$2.44M 0.18% 115
2020
Q3 		$59.9M Buy
692,930
+13,992
+2% +$1.18M 0.17% 129
2020
Q2 		$53.7M Buy
+678,938
New +$49.2M 0.17% 126
2020
Q1 		– Sell
-748,442
Closed -$57.1M – 2646
2019
Q4 		$57.1M Buy
748,442
+23,578
+3% +$1.73M 0.18% 118
2019
Q3 		$51.2M Sell
724,864
-178,994
-20% -$12.9M 0.19% 115
2019
Q2 		$64.5M Sell
903,858
-30,870
-3% -$2.15M 0.25% 83
2019
Q1 		$63.4M Buy
934,728
+235,450
+34% +$15.1M 0.26% 79
2018
Q4 		$39.8M Buy
699,278
+98,858
+16% +$6.01M 0.21% 99
2018
Q3 		$40.7M Buy
600,420
+41,750
+7% +$2.78M 0.18% 115
2018
Q2 		$35.4M Buy
558,670
+68,522
+14% +$4.31M 0.18% 122
2018
Q1 		$30.1M Buy
490,148
+50,620
+12% +$3.16M 0.17% 124
2017
Q4 		$26.5M Buy
439,528
+41,314
+10% +$2.43M 0.17% 133
2017
Q3 		$22.5M Buy
398,214
+42,580
+12% +$2.34M 0.14% 156
2017
Q2 		$19.2M Buy
355,634
+31,738
+10% +$1.69M 0.13% 179
2017
Q1 		$16.8M Buy
323,896
+710
+0.2% +$36.2K 0.13% 190
2016
Q4 		$15.7M Buy
323,186
+1,304
+0.4% +$62.9K 0.13% 183
2016
Q3 		$15.7M Buy
321,882
+61,534
+24% +$2.98M 0.14% 172
2016
Q2 		$12.2M Buy
260,348
+153,156
+143% +$7.09M 0.12% 214
2016
Q1 		$4.94M Sell
107,192
-12,602
-11% -$544K 0.06% 355
2015
Q4 		$5.51M Buy
119,794
+21,842
+22% +$1.02M 0.06% 339
2015
Q3 		$4.34M Buy
+97,952
New +$4.65M 0.07% 317
2015
Q2 		– Sell
-30,762
Closed -$1.51M – 705
2015
Q1 		$1.51M Buy
30,762
+582
+2% +$27.8K 0.07% 274
2014
Q4 		$1.41M Sell
30,180
-2,734
-8% -$124K 0.07% 284
2014
Q3 		$1.45M Buy
+32,914
New +$1.47M 0.08% 274
2014
Q2 		– Sell
-37,512
Closed -$1.61M – 520
2014
Q1 		$1.61M Buy
37,512
+86
+0.2% +$3.66K 0.09% 249
2013
Q4 		$1.58M Buy
37,426
+608
+2% +$24.6K 0.1% 251
2013
Q3 		$1.44M Sell
36,818
-33,072
-47% -$1.26M 0.1% 246
2013
Q2 		$2.51M Buy
+69,890
New +$2.5M 0.07% 321

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.14% in Q3 2024, buying an estimated $96.2K and bringing the position to 632,436 shares worth $74.2M. The position accounts for 0.1% of the portfolio, ranked #190.

Raymond James Financial Services Advisors first reported a position in IWP in Q2 2013 and has held it in 43 quarters since. The position peaked at $111M in Q4 2021. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

  • Raymond James Financial Services Advisors held 632,436 shares of iShares Russell Mid-Cap Growth ETF worth $74.2M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 860 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $96.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.1% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #190 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 43 quarters since.
  • Raymond James Financial Services Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $111M in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

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