Raymond James Financial
IWO icon

Raymond James Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Raymond James Financial’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$136M Buy
433,239
+43,667
+11% +$14.5M 0.04% 396
2025
Q4 		$126M Buy
389,572
+6,059
+2% +$1.97M 0.04% 415
2025
Q3 		$123M Buy
383,513
+14,643
+4% +$4.42M 0.04% 424
2025
Q2 		$105M Sell
368,870
-113,216
-23% -$29.8M 0.04% 464
2025
Q1 		$123M Sell
482,086
-71,570
-13% -$20.2M 0.05% 361
2024
Q4 		$159M Buy
+553,656
New +$164M 0.06% 294

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Raymond James Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q1 2026, buying an estimated $14.5M and bringing the position to 433,239 shares worth $136M. The position accounts for 0.04% of the portfolio, ranked #396.

Raymond James Financial first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $159M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Raymond James Financial held 433,239 shares of iShares Russell 2000 Growth ETF worth $136M as of Q1 2026.
  • Raymond James Financial bought 43,667 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $14.5M.
  • iShares Russell 2000 Growth ETF made up 0.04% of Raymond James Financial's portfolio in Q1 2026, its #396 holding.
  • Raymond James Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares Russell 2000 Growth ETF position peaked at $159M in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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