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 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial's IWB Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Russell 1000 ETF (IWB) stake by 6.2% in Q1 2026, selling an estimated $14.7M and leaving 592,068 shares worth $211M. The position accounts for 0.07% of the portfolio, ranked #263.

Raymond James Financial first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $236M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Raymond James Financial held 592,068 shares of iShares Russell 1000 ETF worth $211M as of Q1 2026.
Raymond James Financial sold 39,321 iShares Russell 1000 ETF shares in Q1 2026, an estimated $14.7M.
iShares Russell 1000 ETF made up 0.07% of Raymond James Financial's portfolio in Q1 2026, its #263 holding.
Raymond James Financial first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares Russell 1000 ETF position peaked at $236M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.