Raymond James Financial
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Raymond James Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Raymond James Financial’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.41M Sell
27,303
-4,825
-15% -$510K ﹤0.01% 2913
2025
Q4 		$2.87M Sell
32,128
-3,238
-9% -$295K ﹤0.01% 2974
2025
Q3 		$3.27M Buy
35,366
+424
+1% +$38.4K ﹤0.01% 2788
2025
Q2 		$3.1M Sell
34,942
-6,272
-15% -$538K ﹤0.01% 2729
2025
Q1 		$3.9M Sell
41,214
-89,468
-68% -$8.37M ﹤0.01% 2494
2024
Q4 		$11.7M Buy
+130,682
New +$12.3M ﹤0.01% 1721

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 15% in Q1 2026, selling an estimated $510K and leaving 27,303 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Raymond James Financial first reported a position in IEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.7M in Q4 2024. 169 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Raymond James Financial held 27,303 shares of iShares US Oil & Gas Exploration & Production ETF worth $3.41M as of Q1 2026.
  • Raymond James Financial sold 4,825 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $510K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2913 holding.
  • Raymond James Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $11.7M in Q4 2024.
  • 169 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

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