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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.3B	Buy	5,253,865 +21,492	+0.4%	+$5.43M	0.35%	45
2026 Q2	$1.27B	Sell	5,232,373 -280,154	-5%	-$65.3M	0.34%	46
2026 Q1	$1.18B	Buy	5,512,527 +133,321	+2%	+$29.2M	0.36%	44
2025 Q4	$1.13B	Buy	5,379,206 +224,280	+4%	+$46.3M	0.35%	41
2025 Q3	$1.05B	Buy	5,154,926 +176,135	+4%	+$35M	0.34%	47
2025 Q2	$967M	Buy	4,978,791 +76,936	+2%	+$14.2M	0.33%	49
2025 Q1	$922M	Sell	4,901,855 -351,953	-7%	-$67M	0.35%	48
2024 Q4	$973M	Buy	+5,253,808	New	+$1.01B	0.36%	43

Other funds holding IWD

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial's IWD Position: Q3 2026 in Review

Raymond James Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 0.41% in Q3 2026, buying an estimated $5.43M and bringing the position to 5,253,865 shares worth $1.3B. The position accounts for 0.35% of the portfolio, ranked #45.

Raymond James Financial first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. 1,617 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Raymond James Financial held 5,253,865 shares of iShares Russell 1000 Value ETF worth $1.3B as of Q3 2026.
Raymond James Financial bought 21,492 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $5.43M.
iShares Russell 1000 Value ETF made up 0.35% of Raymond James Financial's portfolio in Q3 2026, its #45 holding.
Raymond James Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
1,617 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.