Raymond James Financial
IWF icon

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

Raymond James Financial’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,600
Closed -$539K – 7032
2025
Q1 		$539K Buy
+5,600
New +$552K ﹤0.01% 3895

Other funds holding IWF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q1 2026, selling an estimated $36.7M and leaving 13,556,848 shares worth $1.45B. The position accounts for 0.45% of the portfolio, ranked #33.

Raymond James Financial first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64B in Q4 2025. 2,439 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Raymond James Financial held 13,556,848 shares of iShares Russell 1000 Growth ETF worth $1.45B as of Q1 2026.
  • Raymond James Financial sold 323,260 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $36.7M.
  • iShares Russell 1000 Growth ETF made up 0.45% of Raymond James Financial's portfolio in Q1 2026, its #33 holding.
  • Raymond James Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares Russell 1000 Growth ETF position peaked at $1.64B in Q4 2025.
  • 2,439 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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