Raymond James Financial
IWV icon

Raymond James Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Raymond James Financial’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.9M Buy
156,157
+15,544
+11% +$6.01M 0.02% 776
2025
Q4 		$54.4M Buy
140,613
+11,817
+9% +$4.53M 0.02% 779
2025
Q3 		$48.8M Sell
128,796
-23,061
-15% -$8.41M 0.02% 822
2025
Q2 		$53.3M Buy
151,857
+10,009
+7% +$3.25M 0.02% 729
2025
Q1 		$45.1M Buy
141,848
+20,180
+17% +$6.77M 0.02% 774
2024
Q4 		$40.7M Buy
+121,668
New +$41M 0.02% 846

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial increased its iShares Russell 3000 ETF (IWV) stake by 11% in Q1 2026, buying an estimated $6.01M and bringing the position to 156,157 shares worth $57.9M. The position accounts for 0.02% of the portfolio, ranked #776.

Raymond James Financial first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Raymond James Financial held 156,157 shares of iShares Russell 3000 ETF worth $57.9M as of Q1 2026.
  • Raymond James Financial bought 15,544 iShares Russell 3000 ETF shares in Q1 2026, an estimated $6.01M.
  • iShares Russell 3000 ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #776 holding.
  • Raymond James Financial first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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