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IVWIVW
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in ISHARES TR

RAYMOND JAMES FINANCIAL INC holds 4.3M shares of IVW (ISHARES TR), worth $586.3M as of 2026-Q2. The position was increased (+9.6% shares). IVW represents 0.2% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$586.3M

Current Shares

4.3M

Total Value Change

+$129.4M

Total Shares Change

-237,188

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.3M
+9.6%
$586.3M0.2%$137.53
41
2026-Q1
Decreased
3.9M
-10.7%
$440.1M0.1%$113.00
0
2025-Q4
Increased
4.4M
+1.1%
$536.8M0.2%$123.04
38
2025-Q3
Increased
4.3M
+1.2%
$520.2M0.2%$120.38
38
2025-Q2
Decreased
4.3M
-2.0%
$468.6M0.2%$109.66
0
2025-Q1
Decreased
4.3M
-3.5%
$403.3M0.2%$92.36
0
2024-Q4
New
4.5M
-
$456.9M0.2%$100.90
52

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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