Raymond James Financial
IEZ icon

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
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

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Raymond James Financial increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 18% in Q1 2026, buying an estimated $349K and bringing the position to 86,446 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Raymond James Financial first reported a position in IEZ in Q4 2024 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Raymond James Financial held 86,446 shares of iShares US Oil Equipment & Services ETF worth $2.5M as of Q1 2026.
  • Raymond James Financial bought 13,130 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $349K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3176 holding.
  • Raymond James Financial first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

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