Raymond James Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84.9M	Buy	448,003 +9,300	+2%	+$1.8M	0.03%	573
2025 Q4	$79.5M	Buy	438,703 +27,543	+7%	+$4.95M	0.02%	603
2025 Q3	$72.7M	Buy	411,160 +17,142	+4%	+$2.89M	0.02%	611
2025 Q2	$62.2M	Sell	394,018 -131,116	-25%	-$19.5M	0.02%	646
2025 Q1	$79.3M	Sell	525,134 -68,879	-12%	-$11.1M	0.03%	511
2024 Q4	$97.5M	Buy	+594,013	New	+$101M	0.04%	446

Other funds holding IWN

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

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

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

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

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

Raymond James Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 2.1% in Q1 2026, buying an estimated $1.8M and bringing the position to 448,003 shares worth $84.9M. The position accounts for 0.03% of the portfolio, ranked #573.

Raymond James Financial first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. The position peaked at $97.5M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Raymond James Financial held 448,003 shares of iShares Russell 2000 Value ETF worth $84.9M as of Q1 2026.
Raymond James Financial bought 9,300 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.8M.
iShares Russell 2000 Value ETF made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #573 holding.
Raymond James Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares Russell 2000 Value ETF position peaked at $97.5M in Q4 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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