Raymond James Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$146M	Sell	996,753 -40,612	-4%	-$5.6M	0.04%	415
2026 Q1	$133M	Buy	1,037,365 +21,872	+2%	+$2.96M	0.04%	405
2025 Q4	$139M	Buy	1,015,493 +113,968	+13%	+$15.9M	0.04%	381
2025 Q3	$128M	Buy	901,525 +99,624	+12%	+$14.1M	0.04%	407
2025 Q2	$111M	Sell	801,901 -146,899	-15%	-$18.6M	0.04%	445
2025 Q1	$111M	Sell	948,800 -47,723	-5%	-$6.14M	0.04%	393
2024 Q4	$126M	Buy	+996,523	New	+$127M	0.05%	360

Other funds holding IWP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Raymond James Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.9% in Q2 2026, selling an estimated $5.6M and leaving 996,753 shares worth $146M. The position accounts for 0.04% of the portfolio, ranked #415.

Raymond James Financial first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Raymond James Financial held 996,753 shares of iShares Russell Mid-Cap Growth ETF worth $146M as of Q2 2026.
Raymond James Financial sold 40,612 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.6M.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Raymond James Financial's portfolio in Q2 2026, its #415 holding.
Raymond James Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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