RAYMOND JAMES & ASSOCIATES IWF — D ISHARES R1000GROWTH EQUITIES

Ownership history in RAYMOND JAMES & ASSOCIATES  ·  87 quarters on record

AI Ownership Summary

RAYMOND JAMES & ASSOCIATES reported D ISHARES R1000GROWTH EQUITIES (IWF) in 87 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.65% in 2023 Q4. The latest visible filing shows IWF at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAYMOND JAMES & ASSOCIATES's position in D ISHARES R1000GROWTH EQUITIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

IWF was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWF stock page RAYMOND JAMES & ASSOCIATES fund profile RAYMOND JAMES & ASSOCIATES full holdings
How RAYMOND JAMES & ASSOCIATES held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 2,625,912 +12,388 +0.5% 0.60% $985.7M 2024-11-14 (Est.) $98.37
2024 Q2 REDUCED — — — 2,613,524 -5,917 -0.2% 0.63% $952.7M 2024-07-19 $89.76
2024 Q1 REDUCED 9.2% +9.3% ❌ 2,619,441 -264,024 -9.2% 0.60% $882.9M 2024-04-22 $79.15
2023 Q4 ADDED — — — 2,883,465 +22,908 +0.8% 0.65% $874.2M 2024-01-16 $75.54
83 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWF

As of 2026 Q1 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 22.72% LWM ADVISORS INC 19.14% Bluesphere Advisors LLC 3Y 18.64% NESTEGG ADVISORS, INC. 17.43% Cedar Mountain Advisors, LLC 3Y 16.07% Sheridan Capital Management, LLC 16.02% Cooksen Wealth, LLC 15.79% BLODGETT WEALTH ADVISORS, LLC 3Y 14.19% PROATHLETE WEALTH MANAGEMENT LLC 13.09% Corundum Group, Inc. 3Y 7Y 12.17%

FAQ About RAYMOND JAMES & ASSOCIATES and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has RAYMOND JAMES & ASSOCIATES reported owning IWF?

RAYMOND JAMES & ASSOCIATES reported IWF across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported IWF position in RAYMOND JAMES & ASSOCIATES's portfolio?

The largest reported portfolio weight for IWF was 0.65% in 2023 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2024 Q3, when RAYMOND JAMES & ASSOCIATES reported 2,625,912 shares, equal to 0.60% of portfolio, with an estimated market value of $985.7M.

What does the chart on this IWF ownership page compare?

The chart compares RAYMOND JAMES & ASSOCIATES's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RAYMOND JAMES & ASSOCIATES time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, RAYMOND JAMES & ASSOCIATES correctly timed 52 out of 86 reported position changes (60%).

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