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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$308M	Sell	2,794,796 -5,783	-0.2%	-$608K	0.08%	205
2026 Q1	$272M	Sell	2,800,579 -120,755	-4%	-$12.1M	0.08%	214
2025 Q4	$281M	Buy	2,921,334 +130,623	+5%	+$12.6M	0.09%	202
2025 Q3	$269M	Buy	2,790,711 +80,916	+3%	+$7.67M	0.09%	213
2025 Q2	$249M	Buy	2,709,795 +28,792	+1%	+$2.49M	0.09%	215
2025 Q1	$228M	Sell	2,681,003 -8,603	-0.3%	-$767K	0.09%	217
2024 Q4	$238M	Buy	+2,689,606	New	+$244M	0.09%	205

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Raymond James Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.21% in Q2 2026, selling an estimated $608K and leaving 2,794,796 shares worth $308M. The position accounts for 0.08% of the portfolio, ranked #205.

Raymond James Financial first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Raymond James Financial held 2,794,796 shares of iShares Russell Mid-Cap ETF worth $308M as of Q2 2026.
Raymond James Financial sold 5,783 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $608K.
iShares Russell Mid-Cap ETF made up 0.08% of Raymond James Financial's portfolio in Q2 2026, its #205 holding.
Raymond James Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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