Raymond James Financial
IWL icon

Raymond James Financial’s iShares Russell Top 200 ETF IWL Stock Holding History

Raymond James Financial’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.14M Sell
27,764
-2,037
-7% -$366K ﹤0.01% 2712
2026
Q1 		$4.78M Buy
29,801
+6,861
+30% +$1.16M ﹤0.01% 2624
2025
Q4 		$3.91M Sell
22,940
-34
-0.1% -$5.74K ﹤0.01% 2699
2025
Q3 		$3.82M Buy
22,974
+8,304
+57% +$1.32M ﹤0.01% 2666
2025
Q2 		$2.25M Buy
14,670
+2,485
+20% +$350K ﹤0.01% 2987
2025
Q1 		$1.67M Buy
12,185
+1,816
+18% +$264K ﹤0.01% 3124
2024
Q4 		$1.5M Buy
+10,369
New +$1.5M ﹤0.01% 3177

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Raymond James Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 6.8% in Q2 2026, selling an estimated $366K and leaving 27,764 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Raymond James Financial first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Raymond James Financial held 27,764 shares of iShares Russell Top 200 ETF worth $5.14M as of Q2 2026.
  • Raymond James Financial sold 2,037 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $366K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2712 holding.
  • Raymond James Financial first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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