Raymond James Financial
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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
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

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Raymond James Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 2.5% in Q1 2026, buying an estimated $29.2M and bringing the position to 5,512,527 shares worth $1.18B. The position accounts for 0.36% of the portfolio, ranked #44.

Raymond James Financial first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Raymond James Financial held 5,512,527 shares of iShares Russell 1000 Value ETF worth $1.18B as of Q1 2026.
  • Raymond James Financial bought 133,321 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $29.2M.
  • iShares Russell 1000 Value ETF made up 0.36% of Raymond James Financial's portfolio in Q1 2026, its #44 holding.
  • Raymond James Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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