Raymond James Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Raymond James Financial’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231M	Sell	565,167 -26,901	-5%	-$10.7M	0.06%	273
2026 Q1	$211M	Sell	592,068 -39,321	-6%	-$14.7M	0.07%	263
2025 Q4	$236M	Buy	631,389 +7,202	+1%	+$2.67M	0.07%	233
2025 Q3	$228M	Buy	624,187 +44,663	+8%	+$15.7M	0.07%	241
2025 Q2	$197M	Sell	579,524 -19,621	-3%	-$6.16M	0.07%	258
2025 Q1	$184M	Sell	599,145 -9,923	-2%	-$3.21M	0.07%	258
2024 Q4	$196M	Buy	+609,068	New	+$197M	0.07%	242

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial's IWB Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Russell 1000 ETF (IWB) stake by 4.5% in Q2 2026, selling an estimated $10.7M and leaving 565,167 shares worth $231M. The position accounts for 0.06% of the portfolio, ranked #273.

Raymond James Financial first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $236M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Raymond James Financial held 565,167 shares of iShares Russell 1000 ETF worth $231M as of Q2 2026.
Raymond James Financial sold 26,901 iShares Russell 1000 ETF shares in Q2 2026, an estimated $10.7M.
iShares Russell 1000 ETF made up 0.06% of Raymond James Financial's portfolio in Q2 2026, its #273 holding.
Raymond James Financial first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares Russell 1000 ETF position peaked at $236M in Q4 2025.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.