Raymond James Financial’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Raymond James Financial’s Portfolio IEZ Stock Details IEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$579K	Sell	21,517 -64,929	-75%	-$1.95M	﹤0.01%	4405
2026 Q1	$2.5M	Buy	86,446 +13,130	+18%	+$349K	﹤0.01%	3176
2025 Q4	$1.53M	Buy	73,316 +45,947	+168%	+$933K	﹤0.01%	3482
2025 Q3	$528K	Sell	27,369 -2,176	-7%	-$39.9K	﹤0.01%	4091
2025 Q2	$501K	Sell	29,545 -6,520	-18%	-$109K	﹤0.01%	4002
2025 Q1	$703K	Buy	36,065 +18,488	+105%	+$374K	﹤0.01%	3724
2024 Q4	$348K	Buy	+17,577	New	+$362K	﹤0.01%	4099

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Raymond James Financial's IEZ Position: Q2 2026 in Review

Raymond James Financial reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 75% in Q2 2026, selling an estimated $1.95M and leaving 21,517 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #4405.

Raymond James Financial first reported a position in IEZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Raymond James Financial held 21,517 shares of iShares US Oil Equipment & Services ETF worth $579K as of Q2 2026.
Raymond James Financial sold 64,929 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $1.95M.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4405 holding.
Raymond James Financial first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares US Oil Equipment & Services ETF position peaked at $2.5M in Q1 2026.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.