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 Q2	$9.13M	Sell	161,359 -13,784	-8%	-$836K	﹤0.01%	2240
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 New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial reduced its iShares US Energy ETF (IYE) stake by 7.9% in Q2 2026, selling an estimated $836K and leaving 161,359 shares worth $9.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Raymond James Financial first reported a position in IYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Raymond James Financial held 161,359 shares of iShares US Energy ETF worth $9.13M as of Q2 2026.
Raymond James Financial sold 13,784 iShares US Energy ETF shares in Q2 2026, an estimated $836K.
iShares US Energy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2240 holding.
Raymond James Financial first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares US Energy ETF position peaked at $11.3M in Q1 2026.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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