Raymond James Financial
IWY icon

Raymond James Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Raymond James Financial’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140M Buy
562,937
+42,705
+8% +$11.3M 0.04% 390
2025
Q4 		$144M Buy
520,232
+24,233
+5% +$6.71M 0.04% 371
2025
Q3 		$136M Buy
495,999
+22,054
+5% +$5.71M 0.04% 384
2025
Q2 		$117M Sell
473,945
-4,383
-0.9% -$976K 0.04% 424
2025
Q1 		$101M Buy
478,328
+27,030
+6% +$6.22M 0.04% 428
2024
Q4 		$106M Buy
+451,298
New +$104M 0.04% 412

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return