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 Q2	$171M	Buy	433,927 +688	+0.2%	+$251K	0.05%	375
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Raymond James Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.16% in Q2 2026, buying an estimated $251K and bringing the position to 433,927 shares worth $171M. The position accounts for 0.05% of the portfolio, ranked #375.

Raymond James Financial first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Raymond James Financial held 433,927 shares of iShares Russell 2000 Growth ETF worth $171M as of Q2 2026.
Raymond James Financial bought 688 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $251K.
iShares Russell 2000 Growth ETF made up 0.05% of Raymond James Financial's portfolio in Q2 2026, its #375 holding.
Raymond James Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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