Raymond James Financial
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Raymond James Financial’s iShares US Energy ETF IYE Stock Holding History

Raymond James Financial’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3M Buy
175,143
+22,984
+15% +$1.3M ﹤0.01% 1913
2025
Q4 		$7.23M Sell
152,159
-36,197
-19% -$1.71M ﹤0.01% 2231
2025
Q3 		$8.95M Sell
188,356
-916
-0.5% -$42.6K ﹤0.01% 2008
2025
Q2 		$8.56M Sell
189,272
-12,784
-6% -$565K ﹤0.01% 1988
2025
Q1 		$9.96M Sell
202,056
-21,866
-10% -$1.04M ﹤0.01% 1814
2024
Q4 		$10.2M Buy
+223,922
New +$10.7M ﹤0.01% 1828

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

Raymond James Financial increased its iShares US Energy ETF (IYE) stake by 15% in Q1 2026, buying an estimated $1.3M and bringing the position to 175,143 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Raymond James Financial first reported a position in IYE in Q4 2024 and has held it in 6 quarters since. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • Raymond James Financial held 175,143 shares of iShares US Energy ETF worth $11.3M as of Q1 2026.
  • Raymond James Financial bought 22,984 iShares US Energy ETF shares in Q1 2026, an estimated $1.3M.
  • iShares US Energy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1913 holding.
  • Raymond James Financial first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

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